Business Process Consultant Retail Investments (Virtual Connect)

Address:

Focus is on execution, sustainment, and continuous improvement of processes supporting Virtual Connect.

Executes, maintains, and improves Retail Investment processes supporting Virtual Connect. Ensures processes are designed, documented, tested, and executed in alignment with regulatory requirements, business strategy, and stakeholder needs.

Works closely with the Senior Manager, Retail Investment (Virtual Connect) to support end-to-end process execution, performance monitoring, and continuous improvement delivery. Contributes to process outcomes by applying subject matter expertise, analysis, and structured problem-solving to day-to-day process activities.

Supports the integrity of process design and ensures processes are consistently executed as designed across Virtual Connect channels.

Job Description

• Collaborates in the execution and maintenance of core Retail Investment processes within Virtual Connect.

• Applies subject matter expertise to support process design, validation, and implementation activities.

• Ensures processes adhere to established regulatory, compliance, and risk requirements.

• Supports the documentation of processes, including procedures, process maps, and supporting materials.

• Maintains process documentation to ensure accuracy, consistency, and alignment to actual execution.

• Assists in testing activities for process and system changes.

• Identifies gaps, issues, and inefficiencies and recommends improvements.

• Supports implementation of process improvements including simplification and automation.

• Tracks and monitors process performance metrics and supports reporting on KPIs.

• Assists in root cause analysis to resolve process issues.

• Works with stakeholders across Virtual Connect, Compliance, Risk, and Technology.

• Supports change management and adoption activities.

• Resolves process-related issues and ensures closure.

• Contributes to continuous improvement through execution insights.

Accountabilities

• Supports end-to-end process execution aligned to approved design and controls.

• Maintains accurate process documentation and procedures.

• Ensures adherence to regulatory and risk frameworks.

• Supports process performance monitoring and reporting.

• Supports delivery of process improvements.

• Provides timely input on process issues and risks.

• Supports testing, implementation, and stabilization of changes.

Reporting Relationship

Reports to: Senior Manager, Retail Investment Process (Virtual Connect)
Works in partnership with Virtual Connect leadership, process teams, and Risk, Compliance, and Technology stakeholders.

Qualifications

• 3–7 years of experience in process management, operations, or Retail Investments.

• Strong understanding of process workflows and controls.

• Knowledge of regulatory and compliance requirements.

• Experience with documentation and process mapping.

Skills

• Strong analytical and problem-solving skills.

• Attention to detail and execution discipline.

• Effective communication and stakeholder coordination.

• Ability to manage multiple priorities.

• Knowledge of process improvement methodologies.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.