Senior Specialist Retirement and Savings

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This role provides expert guidance on retirement and savings programs supporting BMOs strategic direction through leadership engagement program design governance and employee engagement strategies. It leads communication initiatives to drive awareness and participation manages relationships with external vendors to ensure program delivery and ensures compliance with regulatory requirements across jurisdictions. The role also contributes to strategic and operational execution to achieve program objectives and mitigate risk.

About the role:

Strategic Leadership & Advisory

• Serves as a trusted advisor for BMOs retirement and savings programs.
• Contributes to the development and continuous improvement of program strategy design and tools.
• Provides insights and recommendations based on emerging trends data analysis and benchmarking.
• Supports strategic initiatives and multi-year planning aligned with business objectives.

Employee Engagement & Communication

• Designs and executes employee engagement strategies for retirement and savings programs across BMO.
• Leads or contributes to change management and communication plans to drive behavioural change.
• Develops tailored messaging and identifies effective distribution channels.

Program & Vendor Management

• Oversees relationships with external service providers ensuring timely execution of deliverables.
• Monitors program performance and addresses issues proactively.
• Supports regulatory compliance and reporting across jurisdictions.

Technical & Analytical Expertise

• Offers specialized consulting and analytical support
• Breaks down strategic problems and formats data into reports and dashboards.
• Provides input on policy positions considering legislative requirements.

Operational & Project Support

• Supports the design development and implementation of policies and programs.
• Provides guidance on program implementation and solution development.
• Works independently handling complex and non-routine situations.

About you:

Experience & Education

• 57 years of relevant experience with a post-secondary degree or equivalent education and experience.
• Deep technical knowledge developed through extensive education and business exposure.

Subject Matter Expertise

• Strong understanding of retirement and savings programs
• Skilled in program and vendor management
• Experienced in developing and executing education and employee engagement strategies

Core Competencies

• Advanced verbal and written communication.
• Strong collaboration and team skills.
• High-level analytical problem-solving and data-driven decision-making abilities.
• Effective influencing and negotiation skills.

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.