Head of Enablement, Advisory - BMO Insurance
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
BMO Insurance is creating a new leadership role, Head of Enablement, Advisory, to lead product marketing, market intelligence, sales technology, and strategy execution. You will ensure advisors and teams have the tools and insights to drive growth.
Key Skills for This Role
Responsibilities
- Own the design and delivery of a best in class advisory enablement ecosystem
- Lead the development of go to market strategies across products, segments, and distribution channels
- Build and maintain a real time view of the distribution landscape including MGA performance, advisor sentiment, and competitor intelligence
- Oversee the sales technology stack including illustration tools, CRM integration, and advisor facing platforms
- Lead the annual product marketing plan for the advisory channel
- Manage, coach, and develop a high performing team
- Establish governance to prioritize initiatives and allocate resources effectively
- Lead a culture of continuous improvement, leveraging data, advisor feedback, and market insights
Requirements
- 10+ years of progressive experience in Canadian life insurance and/or wealth management
- Deep understanding of independent advisor distribution models and sales dynamics across MGAs and National Accounts
- Strong product knowledge across individual life, annuities, and segregated funds
- Strong analytical and data driven mindset
- Strong storyteller with exceptional written and verbal communication
- Experience leading and developing teams, influencing across functions in a matrixed environment
- Ability to move between strategic and tactical priorities
Full Job Posting
Overview
- The Head of Enablement, Advisory is a newly created leadership role reporting to the SVP & Head, Advisory.
- It sits at the centre of product marketing, market intelligence, sales technology, and strategy execution.
- The mandate is to assess market opportunities and translate them into strategic clarity while enabling execution at scale.
Key Accountabilities
- Sales Enablement: Own design and delivery of advisory enablement ecosystem, lead go to market strategies, ensure consistent enablement across channels.
- Market Intelligence & Distribution Insights: Build real time view of distribution landscape, act as strategic advisor, provide input into product development.
- Sales Technology & Tools: Oversee sales technology stack, partner with Technology and Transformation teams.
- Marketing & Content Strategy: Lead annual product marketing plan, oversee advisor communications, lead creation of advisor facing content.
- Performance, Governance & Continuous Improvement: Manage and develop team, establish governance, lead culture of continuous improvement.
Candidate Profile
- 10+ years of progressive experience in Canadian life insurance and/or wealth management.
- Deep understanding of independent advisor distribution models and sales dynamics.
- Strong product knowledge across individual life, annuities, and segregated funds.
- Strong analytical and data driven mindset.
- Strong storyteller with exceptional written and verbal communication.
- Experience leading and developing teams in a matrixed environment.
- Ability to move between strategic and tactical priorities.
- Nice to have: relevant professional designation (CLU, CFP, TEP, FSA/FCIA, CFA, etc.) or advanced degree (MBA); existing relationships across MGA, National Accounts; working familiarity with Canadian insurance taxation; experience supporting platform modernization; bilingualism (French/English).
Salary
- $86,000.00 $160,000.00
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at BMO Financial Group
Senior Analyst, Risk Data Governance
Toronto, CAN
BMO Financial Group seeks a Senior Analyst, Risk Data Governance to lead data governance initiatives within Enterprise Risk & Portfolio Management. The role involves developing governance frameworks, managing critical da
Manager, Digital Operations, Global Asset Management
Toronto, CAN
BMO Global Asset Management is seeking a Manager, Digital Operations to lead governance and optimization of Adobe Workfront and related workflow processes. You will manage project intake, prioritization, reporting, and d
Quantitative Developer, Global Asset Management
Toronto, CAN
BMO Global Asset Management is hiring a Quantitative Developer to join the ETF Analytics and AI Solutions team. The role involves developing and maintaining ETF systems and analytics, building portfolio management tools,
Senior Data Scientist
Toronto, CAN
BMO Financial Group is seeking a Senior Data Scientist for a 12-month contract in Toronto. You will use advanced analytical algorithms to mine and analyze large datasets, develop predictive models, and collaborate with p
Software Developer – Java, AWS & PL/SQL (AI-Assisted Development)
Toronto, CAN
BMO Financial Group seeks a Software Developer to design and deliver scalable enterprise solutions for loan servicing and commercial lending applications. The role involves backend/full-stack development with Java, AWS,
Senior Manager, AI Enablement and Scalability
Toronto, CAN
BMO Financial Group is seeking a Senior Manager, AI Enablement and Scalability to drive AI adoption and scale AI investments across InvestorLine. You will own business enablement strategy, lead change management, and par
Business Consultant, Strategic Initiatives
Toronto, CAN
BMO Financial Group seeks a Business Consultant for Strategic Initiatives to design, develop, and manage processes. You will support strategic initiatives, analyze data, and drive process improvements. Requires 4-6 years
Market Risk Analyst, Risk Reporting
Toronto, CAN
BMO Financial Group seeks a Market Risk Analyst to support risk reporting, maintain risk models, and produce accurate reports on risk measures. The role requires a degree in a quantitative field and 1-3 years of experien
Senior Analyst, Risk Data Governance
Toronto, CAN
Manager, Digital Operations, Global Asset Management
Toronto, CAN
Quantitative Developer, Global Asset Management
Toronto, CAN
Senior Data Scientist
Toronto, CAN
Software Developer – Java, AWS & PL/SQL (AI-Assisted Development)
Toronto, CAN
Senior Manager, AI Enablement and Scalability
Toronto, CAN
Business Consultant, Strategic Initiatives
Toronto, CAN
Market Risk Analyst, Risk Reporting
Toronto, CAN