The Bank of Montreal

BMO is a highly regarded financial institution seeking an experienced legal professional to lead and manage the delivery of legal advisory services for its Wealth Management division , encompassing Asset Management, Private Wealth, InvestorLine, and Insurance . BMO provides a comprehensive range of financial services to individuals, business owners, and institutions across Canada and the United States , offering solutions in wealth planning, asset management, insurance, and investment services to support clients in growing, protecting, and transitioning their wealth. This role involves overseeing legal strategy, managing risk, and providing high-level counsel to senior leadership while ensuring compliance with regulatory and corporate governance frameworks . Key Responsibilities: Lead and manage a team of legal professionals providing legal services across multiple business lines. Offer strategic legal advice to senior executives on complex financial, regulatory, and litigation matters . Oversee and resolve significant legal and regulatory issues with enterprise-wide impact. Provide legal oversight on transactions, policies, and procedures , ensuring alignment with industry standards. Manage external legal counsel and major litigation, balancing risk and cost considerations. Advise on regulatory compliance , helping the organization navigate the evolving legal landscape. Develop and implement legal risk management strategies to minimize financial and operational exposure. Act as a key liaison with regulatory bodies and external stakeholders . Qualifications & Experience: Juris Doctor (JD) or Bachelor of Laws (LLB) with a license to practice in Canada. 15+ years of legal experience, preferably in wealth management, insurance, asset management, or financial services . Strong leadership capabilities, with experience managing and mentoring legal teams . In-depth knowledge of corporate, securities, regulatory, and financial laws . Proven ability to provide business-oriented legal solutions while balancing risk and compliance. Exceptional negotiation, analytical, and problem-solving skills . Strong relationship management skills, with the ability to influence senior stakeholders . Compensation & Benefits: Base salary range: $210,000 - $240,000 CAD Performance-based incentives and discretionary bonuses Comprehensive benefits package, including health insurance, life insurance, retirement savings plans, and tuition reimbursement Opportunities for career growth and leadership developmentBMO is committed to fostering an inclusive, diverse, and equitable workplace , providing an environment where employees can thrive and make a meaningful impact. To explore this opportunity, please reach out in confidence.

Supports an assigned senior leader in executing strategic priorities for the business/group. Gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank’s profile in the marketplace. Works with stakeholders to interpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the effective management of risk, including operational and compliance risk and management of the attestation/reporting process specific to the business. Provides strategic counsel on community/industry events and directs and coordinates the logistics of these events. Supports the development of effective, consistent communications for the business/group senior leader and for the leadership team. Acts as a trusted advisor to assigned business/group and assists in the development of business strategies and plans to ensure readiness to meet changing business needs & strategies to support future growth. Assists in the development of strategic plans. Supports the determination of priorities, current initiatives and planned initiatives in partnership with the business/group and supports requirements related to strategic management for the business/group. Works with stakeholders to establish the key business initiatives/priorities to support the strategic direction. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Provides input into the planning & implementation of operational programs. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Conducts independent review, analysis, and resolution of strategic issues. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Acts as the primary point of contact for service / customer complaint escalations managing the process and communication and following up to ensure customer satisfaction and optimizing overall customer experience. Ensures the effective planning and control of unit operating expenses in accordance with business forecasts to ensure spending is maintained within budget. Coordinates budgets and reporting to track actual results vs. budget. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. 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. 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: $68,000.00 - $126,000.00 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 We’re here to help 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 https://jobs.bmo.com/ca/en 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. 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.  

250 Yonge Street Toronto Ontario,M5B 2L7 This is a hybrid opportunity The AIR MILES Reward Program is one of Canada’s most recognized loyalty programs, with over 10 million active collector accounts, representing more than half of all Canadian households. AIR MILES collectors earn Reward Miles at more than 300 leading Canadian, global and online brands and at thousands of retail and service locations across the country. AIR MILES is a wholly-owned subsidiary of the Bank of Montreal (BMO). BMO is Canada’s oldest bank and the 8th largest in North America with more than 12 million customers globally.   The Legal Counsel provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of Air Miles Loyalty Inc. This role provides legal advice based on knowledge of legal principals, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk. Works to deliver legal advice (60%), provide legal oversight (20%) and issue management (20%).   Additional Responsibilities Include: Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s). Acts as a subject matter expert on relevant laws, regulations and policies. Resolves daily issues and/or escalates with appropriate analysis and/or recommendations. Identifies risks and implements appropriate actions to mitigate them. Implements areas of improvement to ensure consistency with market place. Builds effective relationships with internal/ external stakeholders. Geographic scope: up to global Recommends and implements solutions based on analysis of issues and implications for the business. Identifies emerging issues and trends to inform decision-making. Exercises judgement on moderate to complex decisions falling within standard policies and regulatory requirements. Identifies and resolves routine issues. Determines courses of action within procedural and policy guidelines & standards   Qualifications Five years of legal practice or an equivalent combination of education and experience. Degree in law (LLB or JD) and license to practice law in relevant jurisdiction. Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required. Knowledge in legal field, typically with a functional or business line specialization. Knowledge of business and regulatory environment in which BMO Financial Group operates. Proficient knowledge of subject matter legal requirements and the operations of a single client group. Multi-task effectively in a fast-paced team environment with short turnaround times. Negotiation skills - 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. Strong knowledge of privacy laws. Knowledge of marketing laws and experience reviewing marketing materials preferable. We’re here to help 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 https://jobs.bmo.com/ca/en 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. 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.