Kirsty McAllister
Toronto
Summary
Diligent Change Management consultant with robust background in guiding organizations through complex transformations. Known for driving impactful change initiatives while fostering culture of continuous improvement. Demonstrated proficiency in stakeholder engagement and strategic communication.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Change Management Consultant
BMO Wealth Management
08.2023 - Current
- Provided Change Management leadership for two industry-wide initiatives: T+1 and CRD Modernization across BMO Wealth and Capital Markets
- Coached senior leadership to effectively drive change initiatives, fostering a culture of continuous improvement.
- Developed comprehensive change management plans for successful business transformations.
- Conducted thorough stakeholder analyses to identify potential resistance and developed mitigation strategies for smoother implementation.
- Enhanced employee engagement during transitions by conducting targeted communication campaigns and trainings.
- Developed solutions to address complex issues and operational gaps.
Senior Change Management Consultant
Manulife Global Asset Management
03.2019 - 06.2023
- Led Change Management teams on a multi-year, enterprise-wise digital transformation
- Global initiative involving both Public and Private Assets (Global Wealth)
- Impacted teams included: Operations, Finance, Front Office, Treasury, Compliance, ALM, Global Asset Modeling, Tax, Risk
- Evaluated the impact of proposed changes on various departments, mitigating risks and addressing concerns proactively.
- Facilitated cross-functional collaboration by creating a shared vision and aligning team objectives during change initiatives.
- Partnered with HR teams to develop talent management strategies aligned with evolving organizational structures post-change implementation.
- Presented compelling business cases for change initiatives, securing executive buy-in and necessary resources for execution.
- Improved organizational efficiency by streamlining processes and implementing change management strategies.
Senior Change Management Strategist & Consultant
TD Bank
04.2018 - 03.2019
- Provided Change Management leadership for enterprise-wide implementation of AI digital learning platform - Degreed
- Created content strategies for digital media.
- Provided actionable insights based on data-driven analysis, enabling informed decision-making across all levels of the organization.
- Led brainstorming sessions, fostering a culture of innovation and creative problem-solving within the organization.
- Established metrics and KPIs to measure performance and guide strategic decision-making.
- Facilitated training programs, upgrading team skills and supporting professional development.
Senior Change Management Consultant
BMO Wealth
09.2016 - 03.2018
- Led Change Management activities for the following enterprise-wide initiatives:
- Regulatory programs - CRS & QI
- Capital Markets Initiative T+2
- Digitization projects – eTax and Client Portal (BMO OneView)
Organizational Change Management Lead
TD Wealth
10.2012 - 06.2016
- Led Change Management Change activities for key initiatives including:
- USD Registered Plan and FX Mitigation
- TD Wealth Rebrand (transition from TD Waterhouse)
- Regulatory program - FATCA
Senior Manager, Investment Communications
RBC Global Asset Management
01.2008 - 01.2012
- Served as a regular originator and writer of the Daily Market Update (DMU) - a daily investment advice communication distributed to 7000+ Investment Salespeople and Executives
- Educated and informed advisors on financial markets and products using creative storytelling with daily deadlines
- Interviewed Fund Managers to highlight their approach and performance
- Developed mutual fund launch materials including Fund Profiles, Advisor Guides, and Brochures
- Wrote on behalf of the President and served as Editor for Chief Economist
Investment Advisor and Financial Planner
RBC Dominion Securities, RBC Wealth Management
01.1995 - 01.2008
- Applied astute up-selling and cross-selling capabilities in promoting fee-based products such as Advisor Accounts, Parameters, Access, Sovereign, and third-party mutual funds, and ensured the alignment of products with the portfolio objectives of each client
- Generated new client accounts by executing a multi-pronged strategy of networking, marketing, special events, lunch & learn programs, and information seminars
- Undertook quarterly to annual reviews of client portfolios to ensure an appropriate balance of investments to ensure the achievement of performance goals
Education
BAH - English
Queen’s University
Kingston, Ontario01.1995
Skills
- Communication planning
- Training design
- Organizational assessment
- Influencing skills
- Business process reengineering
- Change strategy development
- Training and coaching
- Organizational realignment
- Complex Problem-solving
- Active listening
- Effective communication
- Relationship building
- Process improvement
Certification
- Canadian Investment Management Course (CIM)
- Personal Financial Planner (PFP), 1998
- Canadian Securities Course (CSC), 1995
- Conduct and Practices Course, 1995
Timeline
Senior Change Management Consultant
BMO Wealth Management
08.2023 - Current
Senior Change Management Consultant
Manulife Global Asset Management
03.2019 - 06.2023
Senior Change Management Strategist & Consultant
TD Bank
04.2018 - 03.2019
Senior Change Management Consultant
BMO Wealth
09.2016 - 03.2018
Organizational Change Management Lead
TD Wealth
10.2012 - 06.2016
Senior Manager, Investment Communications
RBC Global Asset Management
01.2008 - 01.2012
Investment Advisor and Financial Planner
RBC Dominion Securities, RBC Wealth Management
01.1995 - 01.2008
BAH - English
Queen’s University
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