Application Deadline:

03/28/2025

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Demonstrates ability to win business from new clients and develop new client relationships.Generates significant revenue for the bank over a sustained period of time and recognizes revenue opportunities to cross-sell bank products for all areas of the bank.Delivers highly reliable activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into sales.Oversees deal origination. Leads the deal team in executing pitches to prospective clients with efforts to maximize sector penetration and returns.Monitors client, client industry and regulatory agencies for potential changes which may affect client’s portfolio and business needs.Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.Uses expertise in financial markets to cultivate relationships with new and existing clients and develop new client relationships.Grows/elevates the BMO and BMO Capital Market brand with a commitment to and presence in the community.Develops and maintains strong client relationships with decision makers.Provides clients with impactful strategic advice.Collaborates with sector coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions.Provides outstanding deal structuring, business development, and other expertise and negotiates transactions with clients on highly complex deals.Ensures delivery of exemplary client service by troubleshooting as client advocate in a professional, ethical, and conscientious manner on strategic financial matters.Identifies and delivers on opportunities to improve the client experience; brings in partners where appropriate.Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.Develops an expert understanding of business/group challenges.Identifies emerging issues and trends to inform decision-making.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.Develops and leverages relationships across LOBs, with executive and external clients to foster and support coordination.Effectively influences and gains support of other areas of the firm in delivering solutions to clients.Works with specialists as needed to support successful deal completion.Significantly contributes to building an integrated team by breaking down inefficiencies and role modeling teamwork with a client-centered approach.Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.Uses financial analysis to proactively identify opportunities to cross-sell.Generates updated financial models/ analyses as business needs and industry requirements dictate.Analyzes/assesses industry compilations.Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Leads in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed.Ensures that bank policies and guidelines applicable to the division are complied with.Initiates amendments to current policies and guidelines and ensures that new policies and guidelines are established when necessary or appropriate.Ensures that systems, reporting and other controls are sufficiently robust to ensure that applicable policies and guidelines are met and that risk is appropriately mitigated.Ensures that all risk management and compliance reports are current, accurate, and relevant.Acts in a leadership role to drive improved efficiency and effectiveness.Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.Reviews and guides work of team members to deliver business results.Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.Represents the bank and demonstrates leadership through participation on industry working groups.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.Influences how teams/groups work together.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.Communicates abstract concepts in simple terms.Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.Anticipates trends and responds by implementing appropriate changes.Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Undergraduate degree has focal areas of finance, economics, or accounting preferred with high academic achievement.MBA, CFA or equivalent experience in financial services, accounting and legal fields.Minimum of 10 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some in a corporate lending environment developing business.Relevant Business Services Sector experience is highly desired.Excellent knowledge of the organizational lending and portfolio management policies and objectives.Excellent knowledge of the bank’s financial solution products and services.Managerial, change management and leadership experience.Ability to create and deliver professional product ideas and presentations.Exceptional analytical skills. Expertise in financial computer applications and database management tools.Seasoned expert with extensive industry knowledge.Technical leader viewed as a thought leader for innovation.Verbal & written communication skills - Expert.Analytical and problem solving skills - Expert.Influence skills - Expert.Collaboration & team skills; with a focus on cross-group collaboration - Expert.Able to manage ambiguity.Data driven decision making - Expert.

Expected Base Salary: 225,000.00 CAD

Salary:

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

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.