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BMO Financial Group Regional Marketing Manager, BMO Private Wealth in Toronto, Ontario


This role delivers marketing consulting to Private Wealth Professionals to support their entrepreneurial business development via increased client acquisition/loyalty. The Regional Marketing Manager leads development and execution of marketing materials, ensuring it meets brand, legal and compliance requirements for Private Wealth Professionals while also helping to drive regional execution of national strategic initiatives.

Responsibilities include: working with internal and external partners on creative development and adaptation, approvals and translation requirements for all customized marketing materials and promptly responding to all marketing requests.

Program Delivery – 70

  • Oversee the development, implementation and execution of marketing requests for BMO Private Wealth Professionals in assigned region.

  • Develop regional marketing campaigns ensuring adherence to BMO branding guidelines

  • Regularly update and create posted marketing material on intranet; keeping in constant communication with BMO Private Wealth advisors to ensure timely completion of marketing requests.

  • Oversee proper maintenance of records of all projects, ensuring accuracy, completeness and in a manner that complies with regulatory and audit requirements.

  • Track performance of executed programs, delivering insights and recommendations for continuous improvement

  • Help to develop strategic Firm-wide marketing campaigns, and/or specific district / division level campaigns by establishing key targets, tracking results and working with other marketing partners to execute campaigns.

People Management – 10

  • Collaborate with internal partners (i.e. regional business leaders, graphic designs, translation, legal, compliance, regulatory, enterprise brand team) and external partners (i.e. agencies) to ensure timely and high-quality delivery of projects within budget.

Vendor Management – 20

Manages various external vendor relationships as required


Education & Experience:

University Degree (Business focus an asset)

Marketing experienceincluding advertising, direct marketing, collateral, digital, and social preferred

Demonstrated experienced working in complex organizations with internal and external partners

Demonstrated success in simultaneously bringing multiple projects through to successful completion

Demonstrated understanding of the Wealth Management industry preferred


  • Superior interpersonal, relationship-building and collaboration skills with peers, partners and executives

  • Strong written/oral skills with proven ability to translate into influential communication/presentations

  • Project management and ability to manage multiple business priorities at once

  • Proven problem solving, negotiation and decision-making skills

  • Creative evaluation skills to deliver appropriate feedback on marketing materials vs. business objectives

  • Proactive, resourceful and self-motivated

  • Must be able to work in a team environment with a multi-disciplinary group

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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

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.

Job Field:

Business Advisory

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