Current jobs related to Project Director for Client Onboarding and Optimization - Toronto, Ontario - BMO Financial Group

  • Client Onboarding Specialist

    5 days ago

    Toronto, Ontario, Canada Caret Full time

    Role OverviewWe are seeking a highly skilled Client Onboarding Specialist to oversee the implementation, data migration, and onboarding of our CARET Legal clients. The successful candidate will have excellent communication skills, build strong rapport with clients, and balance their needs with internal resources.ResponsibilitiesManage client onboarding...

  • Lead Client Onboarding Manager

    2 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    As a Lead Client Onboarding Manager at BMO Financial Group, you will play a critical role in ensuring seamless client onboarding experiences. This position requires a seasoned professional with expertise in client management, process optimization, and regulatory compliance.Key ResponsibilitiesDevelop and implement comprehensive client onboarding strategies...

  • Global Client Onboarding Specialist

    1 week ago

    Toronto, Ontario, Canada Notified Full time

    Notified, a leading provider of enterprise webcasting and investor relations content distribution, is seeking a skilled Global Client Onboarding Specialist to join our team. This role offers the opportunity to work in a dynamic environment where you will be responsible for efficiently onboarding clients globally across all products.About NotifiedWe believe...

  • Onboarding Specialist

    3 days ago

    Toronto, Ontario, C6A, Ontario, Canada AMZ Prep Full time

    Job OverviewAMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process.Key...

  • Transformational Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThis is a challenging role that requires a seasoned professional to lead and implement onboarding initiatives for new or existing products and processes. As a Transformational Onboarding Specialist, you will partner with Finance, Business, and Operations teams to understand requirements and design optimal processes.About the RoleWe are seeking an...

  • Technical Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada Wisedocs AI Full time

    About Wisedocs AIWe're on a mission to revolutionize the way companies in the insurance, legal, and medical spaces understand medical documents using AI. Our platform processes hundreds of thousands of pages every week, saving our customers countless hours of manual processing time and enabling them to process medical claims more efficiently.At Wisedocs AI,...

  • Global Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Notified Full time

    About NotifiedWe are a leading provider of enterprise webcasting and investor relations content distribution. Our mission is to help clients amplify their stories across the globe.Job OverviewThis role requires a highly skilled and organized individual to efficiently onboard clients globally across all products. The successful candidate will provide a...

  • Global Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Notified Full time

    About NotifiedAt Notified, we empower individuals and businesses to share their stories with a global audience. As a leading provider of enterprise webcasting and investor relations content distribution, we help our clients reach targeted audiences and measure outcomes.Opportunity OverviewWe are seeking a highly skilled Global Client Onboarding Specialist to...

  • Director of Client Strategy

    2 weeks ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full time

    About UsThe Investment Management Corporation of Ontario (IMCO) is one of Canada's largest multi-client asset managers, investing funds related to pension, insurance, and endowments.With over $77 billion in assets under management, IMCO delivers dynamic, cost-efficient investing solutions for public sector pensions and investment funds in...

  • Finance Onboarding Specialist

    6 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    About This OpportunityWe are seeking a highly skilled Finance Onboarding Specialist to join our team at Royal Bank of Canada. In this role, you will be responsible for leading and implementing onboarding initiatives related to new or existing products and processes.Job SummaryThis position requires strong financial process knowledge, including GL...

  • Site Optimization Specialist

    2 weeks ago

    Toronto, Ontario, Canada Buildots Full time

    About BuildotsBuildots is revolutionizing traditional construction sites with innovative hard hat cameras, providing contractors with a 'control center' for detailed project views and critical data. This helps clients save time and increase margins.We partner with leading construction companies across the UK, Europe, and the US, proving technology can...

  • Technical Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada Wisedocs AI Full time

    Job DescriptionWe are searching for a highly skilled Technical Onboarding Specialist to join our team at Wisedocs AI. As a key member of our implementation team, you will be responsible for ensuring a smooth onboarding experience across our customer segments.About UsWisedocs is on a mission to make it easy and accessible for any company in the insurance,...

  • Senior Digital Operations Director for Banking Platform Optimization

    2 weeks ago

    Toronto, Ontario, Canada S.i. Systèmes Full time

    We are seeking an experienced Senior Digital Operations Director to lead our team in optimizing digital operations and support services for a leading banking client. The ideal candidate will have a strong background in management, digital platforms, project management, and workflow tools.The successful candidate will oversee the execution of...

  • Client Partner

    3 days ago

    Toronto, Ontario, C6A, Ontario, Canada Swoon Full time

    Client Partner: Must be local to Toronto on-site 3x/weekA Client Partner is responsible for managing client relationships, overseeing operations, and driving business growth. They serve as the primary point of contact for our MSP-Clients, ensuring high levels of satisfaction. The Client Partner monitors performance, manages SLAs, and identifies risks. They...

  • Cloud-Based Onboarding Solutions Manager

    3 weeks ago

    Toronto, Ontario, Canada Caret Full time

    Company OverviewCARET is a pioneering company that brings innovative technology and automation solutions to the legal and accounting industries. Our cutting-edge practice management, document automation, and payment processing tools empower professionals to focus on high-value tasks.We foster a collaborative culture built around our core values:- Success...

  • Director of Risk Management and Optimization

    1 week ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Senior Manager, Liquidity and Funding ManagementLocation: Toronto, ON, CanadaTime Type: Full-timeEstimated Salary: $120,000 - $180,000 per annumJob Family Group: Finance & AccountingCompany Overview:The Bank of Montreal is a leading financial institution with a commitment to creating lasting positive change for our customers, communities, and people.Job...

  • Client Relationship Management Director

    2 weeks ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full time

    The Investment Management Corporation of Ontario (IMCO) is a leading asset manager, investing over $77 billion in assets under management. Our purpose is to deliver dynamic, cost-efficient investing solutions for public sector pensions and investment funds in Ontario.We are seeking an experienced Client Relationship Management Director to lead our CRM team,...

  • Director of Client Services

    3 weeks ago

    Toronto, Ontario, Ontario, Canada Creative Niche Full time

    Director of Client ServicesWe are looking for a hands-on, entrepreneurial, and analytical Director Client Services to join our agency client's executive team and lead client strategy and project delivery. You will manage a team of Account Directors and Managers to ensure client satisfaction, drive business growth, and coordinate with internal teams as...

  • Project Lead

    3 weeks ago

    Toronto, Ontario, Canada G MASS Full time

    Discover a new career opportunity with G MASS as Project Lead - Client Integration. We are seeking an experienced professional to lead client integrations, conversions, and strategic projects. This role will require strong experience in project management, client relationship management, and familiarity with the financial services industry.About the RoleThe...

  • Business Management Director for Client Success

    3 days ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full time

    The Investment Management Corporation of Ontario (IMCO), one of Canada's largest multi-client asset managers, seeks a highly experienced Director, Business Management to lead the Client Relationship Management (CRM) team in delivering exceptional client experiences.About IMCOWith over $77 billion in assets under management, IMCO is mandated to grow and...

Project Director for Client Onboarding and Optimization

1 month ago

Toronto, Ontario, Canada BMO Financial Group Full time

At BMO Financial Group, we are driven by a shared Purpose: Boldly Grow the Good in business and life. As a contract worker on our team, you are valued, respected, and heard, with more ways to grow and make an impact.

We are currently sourcing for a Senior Project Manager position on a 12-month contract within Client Services and Implementations, responsible for onboarding clients to the bank and deposit products and payment services.

The successful candidate will have experience working with both business and technology, in Agile and Waterfall methodologies, and be prepared to lead complex initiatives focused on client journeys and optimization in new client onboarding and account opening.

The key responsibilities of this role include:

Main Responsibilities

Manage multiple projects simultaneously, interacting daily with technology partners (in-house and vendors)

Coordinate across stakeholders, including senior management and C-level executives, throughout the full project life cycle

Drive project and scope definition, completion of standard project management artifacts, and vendor assessments

Support impacted stakeholders and assist in plan and estimation of projects, including roadmaps and backlog

Identify and document risks and issues, including supporting mitigation and contingency plans