Application Deadline:

06/26/2026

Address:
320 S Canal Street

Job Family Group:
Capital Mrkts Sales & Service

The salary range for this role is $95,000.00 up to $105,000 USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Provides innovative solutions for corporate, institutional, and government clients for activities related to commerce and international trade including: traditional trade finance (Documentary Letters of Credit, Standby Letters of Credit, Demand Guarantees and Documentary Collections) and Supply Chain Solutions. Originates and structures transactions that facilitate the financing and risk mitigation of export or import transactions where goods and services are either bought or sold and markets the Bank's full capabilities to clients worldwide.

• Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
• Monitors client, client industry and overall economic and geopolitical developments for potential changes which may affect client's portfolio and business needs.
• Initiates contact with partners for new client sales.
• Participates in deal teams to develop, present and win mandates for new opportunities.
• Partners with deal team and product specialists for accurate, detailed client information.
• Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
• Reviews and continually monitors performance of existing accounts and client relationships.
• Identifies opportunities to bring solutions to clients towards becoming a trusted advisor.
• Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.
• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Provides analytical findings to deal teams.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
• Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides feedback on, and, supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• Typically between -2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement.
• MBA or MSC in Finance or related field degree preferred.
• General knowledge of capital markets, investment banking products and applicable regulations.
• Credit analysis understanding.
• Demonstrates solid deal/transaction execution and/or project management skills.
• Shows initiative, prioritizes work, multi-tasks effectively
• Strong interpersonal skills.
• Ability to work under limited supervision.
• Ability to learn and adapt quickly.
• Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
• Works independently within a team environment.
• Technical proficiency gained through education and/or 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:
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