Manager, Marketing ( 18 Month Contract)

  • 3-6 Year
  • Toronto
  •   Posted On: June 12, 2018
  •   Skills:  Interpersonal, Marketing Communication, Problem Solving, Project Management

Job Overview

Roles & Responsibilities

Providing Investment Advisor (IAs) marketing support for the GTA region. This role oversees the development of Investment Advisor marketing support material ensuring it meets brand, legal and compliance requirements. 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.

A key function of this role is to provide a consultative approaching to Advisors with their business development and marketing plans to increase client acquisition/loyalty with prospects and clients.

Key Accountabilities

Program Delivery – 70%

  • Oversee the development, implementation and execution of marketing requests for BMO Nesbitt Burns Investment Advisors
  • Develop, maintain and ensure adherence, to BMO branding guidelines, including updating brand initiatives.
  • Regularly update and create posted marketing material on intranet; keeping in constant communication with the BMONB 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 requirements.
  • Maintain up to date documentation for tracking and measurement.
  • Assist with the design, development and implementation of marketing/sales strategies to drive assets and revenue growth.
  • 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%

  • Working with the Head of Marketing of BMO Nesbitt Burns, collaboration with with Graphic Designers to ensure timely delivery of related projects, and Marketing Coordinators

Vendor Management – 20%

  • Manages various external print vendor relationships for IA marketing requests and ensure delivery


Knowledge and Skills

  • As strategic marketer, you will develop and implement a feedback process to understand the ongoing needs of the Nesbitt Burns business objectives and those of and individual IAs. You will need to gain buy-in from a variety of stakeholders (e.g. Compliance, Legal etc…), ensuring marketing support, tools and initiatives achieve business and communication objectives.
  • Strong relationship-building and collaboration skills are required. You will build and maintain strong relationships with: Investment Advisors, Branch Managers, Legal, Compliance and other internal departments. These relationships will ensure projects are completed on time, on budget and with maximum effectiveness.
  • Financial Services/Wealth Management preferred.
  • Superior execution and project management abilities.
  • Strong written, oral, presentation and interpersonal skills.
  • Proven problem solving, negotiation and decision-making skills.
  • Demonstrated success in simultaneously bringing multiple projects through to successful completion.
  • Strong creative evaluation and innovative thinking skills.
  • Must be able to work in a team environment with a multi-disciplinary group.
  • Proven marketing experience in advertising, direct marketing, collateral, digital, and social
  • Exceptional relationship building, management and negotiation skills
  • University or Post-Secondary education required.
  • Business or Marketing Communications preferred.
  • Canadian Securities Course (CSC) is an asset.

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.

About BMO Financial Group

Bank of Montreal is bilingual -- it speaks Canadian and American business. Also known as BMO Financial Group (or, more familiarly, BMO, pronounced "bee-moe"), the company is one of Canada's oldest and biggest banks. Serving individuals, government agencies, and businesses large and small, it has about 900 branches that provide deposits, mortgages and loans, life insurance, credit cards, investments, and wealth management services.

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