Jobs at BMO

Provides cash management advice and support to banking partners and commercial clients. Manages profitable client portfolios, develops sales opportunities, supports complex deal structuring, negotiates pricing, implements cash management solutions, and delivers product expertise. Builds stakeholder relationships, monitors pipelines and performance, analyzes strategic issues, manages risks, and supports product and process improvements. Coaches partners and ensures compliance with bank policies and regulations.

Manages a portfolio of mid-market commercial banking clients, advising business owners and executives on growth strategies and financial solutions. Responsibilities include relationship development, business development, commercial lending and financing structuring, cash management, credit analysis, portfolio management, and collaboration with banking specialists. The role requires building a strong presence in Montreal’s South Shore business community and providing service in both French and English.

Drives sales of BMO Life Assurance products to managing general agencies and brokers. Responsibilities include prospecting, relationship management, seminars, case support, insurance quotations, special quote and large-case coordination, product and illustration-tool support, regional reporting, and development of marketing materials. The role provides technical insurance guidance, analyzes sales data, supports strategic initiatives, and collaborates with internal stakeholders to achieve regional business objectives.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage applications, execute targeted marketing and sales programs, collaborate with branch teams, ensure regulatory and operational compliance, analyze data and report insights, resolve customer issues, and support strategic initiatives to grow home financing business.

Build and manage referral networks to generate mortgage originations, guide customers through application and processing, deliver targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report insights, and provide exceptional bilingual customer service in French and English.

Builds and manages referral networks to generate mortgage business, develops sales and marketing initiatives, guides customers through mortgage applications, and partners with branch teams to complete financing. Provides customer advocacy, cross-selling, regulatory compliance, issue resolution, reporting, and recommendations while maintaining knowledge of mortgage lending, personal banking, and real estate markets.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates with branch teams, and ensures timely completion and compliance. Provides relationship-based banking advice, resolves customer issues, analyzes business information, prepares reports, and supports strategic and operational initiatives while managing risk.

Reviews financial plans for quality, accuracy, consistency, and risk; coaches wealth professionals; provides financial planning expertise across investment, retirement, estate, tax, insurance, and corporate planning; supports WealthPath users and system upgrades; identifies trends, errors, training needs, and process improvements; and develops planning resources and quality review standards.

Client-facing role supporting Investment Advisors to grow and manage client relationships through financial planning, portfolio reviews, investment advice, prospecting, and business development. Prepares reports, conducts research, creates client proposals and financial plans, manages databases and compliance, and collaborates with internal partners to meet growth and service objectives while adhering to regulatory and risk frameworks.

Manages mutual fund dealer governance processes, including design, implementation, testing, documentation, reporting, regulatory remediation, and continuous improvement. Partners with stakeholders to align processes with business, risk, compliance, and customer experience requirements. Leads change management, communications, training materials, process monitoring, dashboards, and strategic initiatives while resolving operational issues and identifying opportunities to simplify or automate workflows.

Build and manage referral networks to generate mortgage business, identify sales and cross-selling opportunities, guide customers through mortgage applications, and coordinate with branch teams to complete financing. The role develops marketing initiatives, provides mortgage and banking guidance, ensures regulatory compliance, resolves customer issues, maintains accurate records, and analyzes data to support business decisions. French and English fluency is required for client and team support inside and outside Quebec.

Provides centralized financial planning support and subject matter expertise to private wealth professionals. Develops and updates client financial plans covering investments, retirement, estates, taxation, insurance, trusts, executive compensation, and corporate structures. Supports client discovery and plan presentations, advises frontline planners, maintains planning resources, contributes to WealthPath requirements and user acceptance testing, and monitors legislative and industry changes. The role requires bilingual French and English communication and operates in a hybrid work environment.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates with branch teams, and ensures compliant, timely processing. Provides mortgage and broader banking guidance, resolves customer issues, maintains accurate records, analyzes reports, and supports strategic and operational initiatives. Requires strong relationship management, sales, negotiation, communication, analytical, and regulatory knowledge, plus French and English fluency.

Build and manage referral networks to generate mortgage business and grow home-financing market share. Develop sales and marketing initiatives, identify cross-selling opportunities, guide customers through mortgage applications, coordinate documentation and funding, and resolve service issues. Maintain regulatory compliance, analyze business information, produce reports, collaborate with branch teams, and provide advice on lending and related banking products. French and English fluency is required.

Builds and manages referral networks to generate mortgage business, develops sales and marketing initiatives, guides customers through mortgage applications, and partners with branch teams to complete financing transactions. Provides customer service, cross-sells banking products, maintains regulatory compliance, analyzes business information, resolves issues, and supports strategic and operational initiatives. Requires strong mortgage lending, relationship sales, negotiation, analytical, communication, and bilingual French-English skills.

Generates and closes sales of treasury management and payment solutions for corporate and banking clients. Manages client relationships, identifies needs, provides tailored cash management guidance, coordinates implementations, resolves documentation issues, analyzes financial and industry data, and ensures regulatory compliance. Supports digital product adoption, improves sales processes, and collaborates with internal stakeholders to deliver effective client solutions and strengthen strategic accounts.

Drive sales of BMO Life Assurance products to managing general agencies (MGAs) and brokers across a region. Build and maintain relationships, provide case and quoting support, conduct seminars, manage large-case and special-quote processes, produce reporting and dashboards, analyze data to inform strategy, support strategic initiatives, deliver technical product guidance and training, and collaborate with internal stakeholders to grow regional business.

Leads financial management, planning, forecasting, reporting, governance, and strategic decision support for business groups across Quebec, Greater Ontario, and Atlantic regions. Advises senior leaders on financial performance, opportunities, risks, resource allocation, and strategic initiatives. Oversees financial analysis, stakeholder alignment, change management, compliance, and execution of enterprise financial objectives while supporting bilingual business operations.

Supports Investment Advisors and wealth management teams through client service, account administration, trade processing, portfolio review preparation, documentation, reporting, and compliance activities. Manages client inquiries, transactions, records, and asset movements while coordinating marketing activities and client events. Maintains confidential information, resolves escalations, supports technology and team processes, mentors junior staff, and helps strengthen client relationships and retention.

Manages a portfolio of high-risk borrowing accounts, reducing loss exposure through credit analysis, restructuring recommendations, risk mitigation, and sound lending decisions. Advises stakeholders, monitors financial and risk performance, evaluates collateral and transaction terms, supports policy and strategic initiatives, coaches employees, and manages reporting and workflow. Builds relationships with customers, debtors, guarantors, legal professionals, and internal teams while ensuring compliance with banking policies and regulations.