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Application Deadline:
Address:
100 King Street WestJob Family Group:
Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts investment advisors first and supports their wholesaler in driving sales results across their region.
- Works with investment advisors, prospects, internal stakeholders to build relationships and drive results.
- Proposes solutions to investment advisors and makes recommendations based on an understanding of their needs and market opportunities.
- Builds effective relationships with internal/external stakeholders.
- Works closely with partnered wholesaler, maintains consistent and clear communication at all times.
- Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors.
- Participates in industry and intermediary events to grow presence in the marketplace.
- Demonstrated experience speaking to macro economic conditions, financial markets and various investment vehicles.
- Organizes and arranges regular conference calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
- Ongoing partnership with team members to encourage strategic region management and capitalizing on new opportunities.
- Demonstrated self starter – proactively finds new ways to identify new investment advisors, and convert prospects into new relationships.
- Comfortable managing multiple priorities and competing deadlines.
- Takes initiative when handling ad hoc tasks for investment advisors.
- Demonstrates effective and timely use of the Salesforce/customer relationship management systems.
- Adheres to all compliance, regulatory, and legal guidelines.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
- Hybrid work arrangement expected – 4 days in the office minimum.
Qualifications:
- Completed Canadian Securities Course, CIM or CFP certifications are strong assets
- Basic understanding of intermediary Advisory sales and the Investment market.
- Ability to proactively conduct effective sales conversations on investment strategies and solutions over the phone with investment advisors.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Influence skills - In-depth.
Salary:
Pay Type:
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.
Application Deadline:
Address:
100 King Street WestJob Family Group:
Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally, and confirms the activity is accurately recorded in the bank's book of records. Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization. Also provides support for specialized operations - Asset Servicing (corporate actions/entitlements), Correspondent Banking Services, and the Wire Payment Operations hub for the bank. Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports.
This role demands a deep and comprehensive understanding of OTC Confirmations and ISDA documentation, with a strong emphasis on interpreting and applying legal agreements across a diverse range of products, including Metals, Commodities, Energy, and Environmental trading. The successful candidate will possess advanced knowledge of trade lifecycle events and demonstrate proficiency in managing the end-to-end process—from trade capture and confirmation through to invoicing, settlement, and reconciliation of positions. A strong grasp of operational workflows and counterparty engagement is essential to ensure accuracy, mitigate risk, and maintain compliance with contractual and regulatory obligations. The role requires exceptional analytical skills, attention to detail, and the ability to navigate complex legal and operational frameworks in a fast-paced, multi-product trading environment.
- 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.
- Acts as a trusted advisor to assigned business/group.
- Recommends and implements solutions based on analysis of issues and implications for the business.
- Identifies emerging issues and trends to inform decision-making.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
- Ensures alignment between stakeholders.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Monitors and tracks performance, and addresses any issues.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
- Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards. Act as primary back-up to team members and as back-up to the manager.
- Evaluates circumstances requiring exceptions and engages senior management for resolution where required.
- Executes work to deliver timely, accurate, and efficient service.
- Participates/leads process/system continuous improvement initiatives.
- Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
- May acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
- Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness.
- Analyzes data and information to provide insights and recommendations.
- Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve issues and/or escalates as required.
- Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
- Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
- Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
- Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
- Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
- Supports the development of tools and delivery of training focused on delivering business results.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Knowledge and experience using relevant systems and technology – In-depth.
- Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth.
- Knowledge of the risk and regulatory requirements of the business – In-depth.
- Prioritization skills – In-depth.
- Customer service skills – In-depth.
- PC skills (MS Word, Excel, PowerPoint) – In-depth.
- Ability to multi-task in a fast-paced environment.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
Salary:
Pay Type:
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.
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