Head of Enablement, Advisory - BMO Insurance

Application Deadline:

07/15/2026

Address: 250 Yonge Street

Job Family Group:

Marketing

The Head of Enablement, Advisory is a newly created leadership role which reports to the SVP & Head, Advisory, and sits at the centre of product marketing, market intelligence, sales technology, and strategy execution, bringing these capabilities together into a single, cohesive enablement function. It ensures advisors, business development teams, and partners have the tools, insights, and support needed to drive sustainable growth and a world-class client experience. This is a dynamic role that is both hands on and strategic. The mandate is twofold: assess market opportunities and priorities and translate them into strategic clarity for the team, while enabling execution at scale through tools, insights, and advisor-centered design.

Key Accountabilities

Sales Enablement:

Own the design and delivery of a best-in-class advisory enablement ecosystem, including product marketing materials, sales concepts, competitive positioning, and advisor experience

Lead the development of go-to-market strategies across products, segments, and distribution channels

Ensure consistent, high-quality enablement across MGA and National Accounts channels

Develop advisor-facing education and practice management content that strengthens advisor productivity and deepens their business relationship with BMO Insurance

In partnership with sales leadership, lead cross-functional planning and delivery of strategic advisor events and shape advisor recognition and engagement programs

Market Intelligence & Distribution Insights:

Build and maintain a real-time view of the distribution landscape, including:

MGA performance, concentration, and relationship health

Advisor sentiment and feedback loops

Macro-economic market trends and competitor intelligence

Act as a strategic advisor to the team by providing forward-looking insights that shape strategy and decisions

Provide input into product development and innovation by synthesizing advisor feedback, competitive gaps, and market shifts

Sales Technology & Tools:

Oversee the sales technology stack, including illustration tools, CRM integration, and advisor-facing platforms

Partner with Technology and Transformation teams to ensure tools are:

Fit-for-purpose for advisors

Integrated across the sales journey

Enabling speed, transparency, and decision-making

Expanding sales tech beyond point solutions into a connected advisor ecosystem

Marketing & Content Strategy:

Lead the annual product marketing plan for the advisory channel

Oversee all advisor communications and ensure alignment with the broader BMO Insurance brand - consistent, simple, and worth reading

Lead the creation of advisor-facing content for all life, annuity, and segregated fund products, translating complex product mechanics into clear and compelling material that aligns with advisor needs and business priorities

Partner with Brand and Digital teams to scale content distribution and engagement

Performance, Governance & Continuous Improvement:

Manage, coach, and develop a high performing team

Establish governance to prioritize initiatives and allocate resources effectively across enablement activities

Lead a culture of continuous improvement, leveraging data, advisor feedback, and market insights

Lean into AI across the mandate, modeling what AI-enabled distribution support looks like while maintaining the human element central to advisory

Candidate Profile

10+ years of progressive experience in Canadian life insurance and/or wealth management, with meaningful time in distribution, enablement, product marketing, product management, or distribution strategy

Deep understanding of independent advisor distribution models and sales dynamics across MGAs and National Accounts, including advisor behaviour, economics, and decision drivers

Strong product knowledge across individual life, annuities, and segregated funds, and a demonstrated interest in product innovation

Strong analytical and data-driven mindset, with experience leveraging insights to shape strategy and KPIs

Strong storyteller with exceptional written and verbal communication

Experience leading and developing teams, influencing across functions in a matrixed environment, establishing clear accountability, and driving change

Ability to move between strategic and tactical priorities and from concept to delivery

Nice to have:

Relevant professional designation (CLU, CFP, TEP, FSA/FCIA, CFA, etc.) or advanced degree (MBA)

Existing relationships across MGA, National Accounts, and advisor communities

Working familiarity with Canadian insurance taxation and advanced sales concepts

Experience supporting a platform or technology modernization

Bilingualism (French/English)

Salary:

$86,000.00 - $160,000.00

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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About 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. 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.