Analyst/Associate, Treasury & Payment Solutions, BMO Capital Markets (Open)

Address:

Mandate:

Provides treasury products solutions, advice and expertise tailored to the specific needs of corporate, institutional, and government clients across North America to manage cash-flow and capital. The responsibilities associated with the role will include fostering client relationships and providing solutions with regards to streamlining their receivables and payables, optimizing investments and deposits, improving their reporting and treasury access to information as well as designing large-scale corporate card and spend solutions.

Key Accountabilities:

• Acts as a key relationship contact for product info, pricing, documentation, and implementation.
• Supports pre‑sales (pitches, client research, proposals) and sales execution.
• Retains and grows client relationships to meet sales, service, and profitability targets.
• Provides insights and tailored recommendations based on client needs and financial analysis.
• Manages pipeline, calling activity, and deal execution with partners with BMO Capital Markets.
• Understands complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
• Identifies and escalates risk issues; ensures compliance with internal controls.
• Collaborates in initiative development and implementation of business, technology, sales and service, channel and product optimization and enhanced customer experience.
• Tracks implementations, ensures accurate billing, and maintains clean client data.
• Participates in industry events and builds an external network to source opportunities.
• Supports strategic initiatives, processes improvements, and contributes to a strong client experience.
• Provides guidance and mentorship to Analysts (where applicable).
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• *3 to 5 years of relevant experience and post-secondary degree in related fields of study or an equivalent combination of education and experience.
• Professional designation (CPA, CFA or CTP) preferred.  
• Demonstrates solid deal/transaction execution and/or project management skills.
• Shows initiative, intellectual curiosity, accountability and multi-tasks effectively.
• Displays strong written and oral communication skills.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Data driven decision making - In-depth.

*Candidate's with lower relevant experience will still be considered for an Analyst position.

Base Salary:

The annual base salary range for this position is CAD$80k – 100k. Base salary will be dependent on level and experience.

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.