Technical Coach, Wealth

Application Deadline:

01/29/2026

Address:

320 S Canal Street

Job Family Group:

Human Resources

Identifies business needs and delivers effective learning and performance-focused programs for the assigned portfolio to support the business/group strategy. Develops, promotes, maintains, and actively manages designated learning program(s), performing periodic reviews, analyzing program outcomes, providing insights, and making recommendations for enhancements / changes. Ensures the effective and efficient execution of all program components, including ensuring change management and communications are in place.

• Acts as a trusted advisor for the designated program(s).
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Designs measurable sustainment strategies including assessing and recommending mitigations for industry/ segment-specific risks and prioritizing opportunities presented by internal and external stakeholders.
• Defines the business/group learning strategy to achieve business objectives; recommends for approval.
• Develops viable tactical strategies and participates in the development of the recommendations for short and longer term plans including preparing business cases and monitoring of business objectives.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Breaks down strategic problems, and analyses data and information to provide program insights and recommendations.
• Monitors and tracks program performance, and addresses any issues.
• Investigates, analyzes, documents and mitigates program risks and advises any issues or concerns to senior leaders.
• Supports the development of the learning program strategy ensuring that key goals are delivered and are aligned to overall BMO goals.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions; assesses performance gaps and recommends solutions to assigned business/group leaders on principles and programs, and the highest value learning deliverables / methods for the lowest cost.
• Supports the design, development, and management of effective learning and performance-focused solutions (e.g. assesses client needs, develops the learning strategy, designs program, and identifies delivery methods and methodology).
• Works on a variety of projects, initiatives and platforms / mediums to support of the execution of business strategies according to required timelines and budgets while maintaining a high level quality in all output.
• Ensures the delivery of learning strategies, courses and programs to leaders and employees to enable them to meet performance objectives related to enterprise and business/group goals; facilitates learning courses and programs.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Participates in the management of vendor relationships; ensures regular reviews are in place, key performance indicators are monitored, service level agreements are met and service costs are kept within budget.
• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
• Continuously monitor industry developments and continuously update programs to ensure they are competitive and effective.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Experience in learning design and facilitation - In-depth.
• Program management skills – In-depth.
• Attention to detail with a focus on execution – In-depth.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary:

$74,000.00 - $138,000.00

Pay Type:

Salaried

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.