Overview of salaries statistics of the profession "Business Banking Treasury Sales Director in Canada"

Description Fortinet (NASDAQ: FTNT) secures the largest enterprise, service provider, and government organizations around the world. Fortinet empowers its customers with intelligent, seamless protection across the expanding attack surface and the power to take on ever-increasing performance requirements of the borderless network - today and into the future. Only the Fortinet Security Fabric architecture can deliver security features without compromise to address the most critical security challenges, whether in networked, application, cloud, or mobile environments. Fortinet ranks number one in the most security appliances shipped worldwide, and more than 450,000 customers trust Fortinet to protect their businesses. We are committed to providing reasonable accommodations for all qualified individuals with disabilities. If you require assistance or accommodation due to a disability, please contact us at [email protected]. Fortinet is an equal opportunity employer. We value diversity in our company, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other applicable legally protected characteristics in the location in which the candidate is applying. Job Summary: An OT-RSD is a senior technical salesperson, part of a specialized team, who will work as a business advisor and consultant for regional partners and internal account teams. The OT-RSD engages in strategic deals where their knowledge of Cybersecurity applied to Industrial Control Systems will affect the reach of Fortinet solution, bring to our customer a broaden approach to their cybersecurity needs on OT environment. The OT-RSD works alongside with peer field channel, account teams, and channel partners that may be involved, throughout the sales process. The OT-BDM is expected to shape the positive outcome of customer engagements such as presentations, consulting, meetings while showing the benefits of the proposed security architecture. This role offers high visibility to senior management, networking across corporate teams as well as the opportunity to shape the business and the direction of our OT go-to-market strategy. Experience: • 5+ years of related, proven experience in selling cybersecurity solutions applied to the Operational Technology space in a customer-facing role • Minimum 10 years of experience in a consulting role for industrial cybersecurity deals in at least 3 of these segments: Energy, Electrical, Manufacturing, Transportation, Logistics, Healthcare, Pharmaceutical, Food Processing, Smart Cities, Critical Infrastructure • Experience in designing solutions based on OTCI standards and architectures • Experience in delivering OT projects in a professional services engagement is highly desirable • Background in cybersecurity in general, Information Technology and networking will be valued Responsibilities: • Drive sales process from prospection of new opportunities till closure/delivery • Maximize Fortinet opportunities while providing value added solutions enhancing the offer within the OT space • Develop innovative product and service offerings to enhance Fortinet's portfolio and increase share of mind and share of wallet • Work closely together with the local account teams to ensure there is proper focus on OT related deals • Develop relationships with key decision makers, influencers, and partners • Forge and manage partnerships with global and regional technology providers to complement Fortinet's offerings • Manage effective working relationships with assigned regional sales and engineering teams • Travel within assigned territory is required #LI-KD1Fortinet (NASDAQ: FTNT) secures the largest enterprise, service provider, and government organizations around the world. Fortinet empowers its customers with intelligent, seamless protection across the expanding attack surface and the power to take on ever-increasing performance requirements of the borderless network - today and into the future. Only the Fortinet Security Fabric architecture can deliver security features without compromise to address the most critical security challenges, whether in networked, application, cloud or mobile environments. Fortinet ranks number one in the most security appliances shipped worldwide and more than 450,000 customers trust Fortinet to protect their businesses. We are committed to providing reasonable accommodations for all qualified individuals with disabilities. If you require assistance or accommodation due to a disability, please contact us at [email protected]. Fortinet is an equal opportunity employer. We value diversity in our company, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other applicable legally protected characteristics in the location in which the candidate is applying.

Application Deadline: 04/28/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Mandate: Reporting directly to the Head of Tactical & Accrual Trading, the PM is expected to be market focused; develop and execute trading strategies in various fixed income sectors; take calculated proprietary risk and make effective trading decisions within the context of the strategic investment plan as set forth by the business heads and leads of Global Markets. The PM should have a background in quantitative or technical analysis with a particular focus in liquid markets. The PM should have an established trading/investment strategy within the space while bringing a proven track record from similar proprietary risk taking experiences. Strategies or Asset Classes may include, but are not limited to: US Treasuries or Other Government Bonds Fixed Income Spread Products Derivatives (i.e. interest rate based or other) Volatility Based Strategies FX The PM is accountable for developing and implementing portfolio strategies which achieve target risk and return profiles for the Global Markets Investment and Liquidity Portfolios. These strategies can cross multiple fixed income asset classes, and span the capital stack in terms of liquidity and credit risk. The role requires a deep understanding of fixed income investing and demands a focus for optimizing a portfolio based on ongoing market conditions. The role is expected to work closely with all Global Markets teams, and with the other Investment PMs in ensuring both macro and idiosyncratic risk is aligned globally, however the individual PM is responsible for their own risk sleeve and mandate. This person is expected to maximize profit while prudently minimizing the banks exposure for liquidity needs and adhering to regulatory statutes. The role is expected to work closely with Internal and External clients and partners. This includes working closely with risk/product control to ensure all investing strategies adhere within the defined guidelines. Knowledge & Skills: Experience with quantitative (or technical) based investment strategies, including designing and implementation of such strategies. Minimum of 5-10 years of experience in trading and managing risk within Fixed Income markets, preferably in a proprietary or direct investment decision capacity role. Ability to cultivate relative value and trading ideas across Fixed Income asset classes which are executed using prudent risk management. Advanced degree or equivalent experience in financial services, accounting or legal fields. Must successfully complete the external regulatory exams, licenses required to be considered a registered member and senior officer of the firm. Having some knowledge of North American and International investment banking business and regulations is preferred but not required. Knowledge of credit issues and industry trends in various client sectors throughout the US, Canadian and International market. Support the execution of operational/tactical strategies for the trading business which will ensure achievement of short and long term objectives in the Canadian and U.S. marketplaces. In depth knowledge of credit derivatives and interest rate derivatives. Hedge accounting and accrual accounting familiarity would be a plus but not required Results oriented and able to adapt to situations quickly. Strong ability to think conceptually and to achieve both short and long term business results. Highly developed written and oral communication. Personable and able to function in a team environment. Compensation: $150,000 to $175,000 Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 04/25/2024Address:VIRTUAL61 - HomeRes - QC - BMOAddress: VIRTUAL(R)61 - HomeRes - QC - BMO This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Work schedule : must be available to work from Monday to Sunday from 8am to 8pm. Why you'll love growing your career here: Join and engaged, collaborative team of knowledgeable Business Banking experts who play a key role in finding personalized solutions for new and existing clients to meet their business needs. As a Specialist, Business Banking Services you will develop strong active listening skills and learn a wealth of knowledge about business banking. You will work with a network of internal & external business groups to find the right solutions for our customers. This role will open the door to future roles such as: Commercial Service Officer or Advisor, a Personal Banking Associate, a Commercial Lending Deal Specialist, CCC Assistant Manager, or a Business consultant. What you'll need: Knowledge & relevant experience with Everyday banking products and services Strong written & verbal communication skills Call centre & banking experience, customer service skills (preferred) Organization skills - Good. Reliability/team player Collaboration & team skills - Good. Analytical and problem-solving skills - Good. High school diploma or equivalent work experience. Bilingual Required. How you'll Succeed: You will probe to understand customer needs and provide Business Banking sales, service and advice to existing BMO customers or prospects. You will advise customers on Business Banking strategies and products (including credit cards) that meet their objectives and priorities. Fulfill sales and service activities for the customer in accordance with approved procedures. You will identify and makes referrals to other business groups as needed. Handle customer inquiries in an informed, professional, and efficient manner. Escalate complex or unresolved customer situations to the appropriate BMO colleague as required. Perform any required activities & transactional outcomes after calls to ensure customer's requests are accurately processed. Refer to other business groups as needed. Maintain current knowledge of business banking and credit card products & processes and integrate into customer conversations in a professional manner. Maintains the confidentiality of customer and Bank information and Adheres to regulatory and compliance requirements appropriate for the jurisdiction. Report issues as needed to protect the bank, and our customers. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade: 4 Job Category: Individual Contributor / Collaborateur We're here to help 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. 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. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.

Application Deadline: 04/12/2024Address:100 King Street WestProvides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues.Acts as the prime subject matter expert for internal/external stakeholders.Exercises judgement on complex, confidential and sensitive mattersIdentifies and resolves moderately complex issues.Determines root causes and negotiates resolutions.Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s).Acts as a subject matter expert on relevant laws, regulations and policies.Resolves daily issues and/or escalates with appropriate analysis and/or recommendations.Identifies risks and implements appropriate actions to mitigate them.Implements areas of improvement to ensure consistency with market place.Builds effective relationships with internal/ external stakeholders.Geographic scope: up to global.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7 years of legal practice or an equivalent combination of education and experience.Degree in law (LLB or JD) and license to practice law in relevant jurisdiction.Private practice and/or in-house experience in commercial lending, real estate, financial services and regulatory.Knowledge in legal field, typically with a functional or business line specialization.Knowledge of business and regulatory environment in which BMO Financial Group operates.Advanced knowledge of subject matter legal requirements and the operations of a single client group.Negotiation skills - in depth.Seasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.#BMOLRCGrade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.

Application Deadline: 04/11/2024Address: 269 Laurier Avenue WestJob Family Group:Commercial Sales & ServiceProvides professional, knowledgeable cash management advice and support to banking partners / stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.Applies business development strategies and collaborates with other BMO partners to grow the business and achieve goals.Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.Participates in deal teams to develop, present proposals / pitches for new opportunities.Develops an effective external network to support the identification of new business opportunities.Delivers exceptional customer service that builds trust through expertise, responsive service and support.Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.Provides subject matter expertise and assistance with complex deal structuring.Acts timely, efficiently, and independently, taking ownership of client satisfaction.May include focused calling and pipeline management activities.Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.Provides advice and guidance to assigned business/group on implementation of solutions.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.Monitors and tracks performance and addresses any issues.Supports product change management initiatives with tasks typically focused on execution and sustainment activities.Supports cash management product implementation and financial transaction set-up.Provides coaching and expertise on product and processes to enhance the knowledge, capabilities of other team members and business partners.Provides input into the planning and implementation of operational programs.Ensures internal guidelines and controls are in place to support management decision-making that protects the Bank's assets.Follows corporate policies, operating directives, laws and regulatory requirements.Makes recommendations to improve BMO processes and systems.Executes work to deliver timely, accurate, and efficient service.Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation timeframes, requirements, etc.).Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.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.Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Knowledge of cash management products and services - In-depth.Knowledge of business investment and lending products - In-depth.Knowledge of Personal and Commercial banking products and services - In-depthTechnical 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.Compensation and Benefits:$54,500.00 - $101,500.00Pay Type: SalariedThe 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 We're here to helpAt 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: 04/21/2024Address:370 Newfoundland DriveProvides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients.Demonstrates an in-depth working knowledge of the strengths, capabilities, and limitations of products, upgrades, and cross-sell opportunities.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Collaborates with internal and external stakeholders to deliver on business objectives.Gathers and formats data into regular and ad-hoc reports, and dashboards.Accurately documents client requests using tracking systems. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Supports the development of tailored messaging, which may include writing, editing and distributing communications.Demonstrates an in-depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.Tracks the collection of client service fees.Executes work to deliver timely, accurate, and efficient service.Actively listens to client concerns to diagnose client service needs.Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate.Responds to client concerns in a professional manner that conveys ownership, competence, respect, the value of the client relationship and meets standards.Facilitates actions that close gaps between client expectations and experiences in the performance of the Bank and its products.Serves as an advocate for individual clients and escalates service problems to facilitate timely resolution.Explores and identifies enhancements and cross-sell opportunities to bring forward to appropriate lines of business.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Strong oral and written communication skills.Ability to work in a fast paced environment that requires handling various tasks and priorities concurrently.Bilingual a plus.Knowledge of BMO banking products - In-depth.Knowledge of customer escalation processes/practices - In-depth.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt 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.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.

Application Deadline: 05/30/2024 Address: 33 Dundas Street West Job Family Group: Customer Solutions The Home Financing Product team (HF) rallies towards a common goal a connected experience for customers as they navigate their biggest financial commitment, their home. The Product Manager will manage the relationship with broker channel external partners, working with cross-functional teams to resolve issues and execute on the broker channel strategy. Working daily with external business partners, Analytics, Sales & Marketing, Distribution channels, Treasury, Product Ops, Digitization, Pricing, Policy, Compliance, Risk and Finance, HF brings together cross functional experts to deliver above market growth in a highly competitive industry. This position offers unparalleled opportunities to learn from experienced Financial Services leaders growing the good by powering our frontline and helping our customers achieve real financial progress. The Product Manager, Home Financing & Equity Products will primarily be responsible for supporting the acquisition strategy and Profit & Loss (P&L) for mortgages and home equity products in the mortgage broker channel, ensuring business plan expectations are achieved with additional focus on external partner relationship management, product design, strategy, customer experience, efficiency, compliance, innovation, continuous improvement and risk management. Supports the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholders Supports managing the relationship with external partners associated with the broker channel Contributes to product policy strategies that support stable and predictable performance and provide strategic differentiation and competitive advantage relative to industry peers. Supporting managing and improving internal and external communication on product, policy, campaigns and other updates in the broker channel Ensures an optimal channel strategy, initiates developments to our channel strategy, and actively manages the channels as required. Contributes to product pricing strategies that support stable and predictable performance and provide strategic differentiation and competitive advantage relative to industry peers. Optimizes fee pricing across the product suite to facilitate profitable, quality growth and a stable, predictable stream of non-interest revenue. Optimizes the financial performance of the product portfolio through the management of customer experience, balance, mix, spread and non-interest revenue; increasing market share, share of wallet, and customer retention; and, product and customer profitability. Product Management and Development Brings product expertise and intimately understand all aspects of product performance and drivers (market, financial, business) to inform product features and benefits and provide advice and recommendations to the Director. Deliver product solutions and enhancements in alignment with the approved Personal Banking Canada strategy that effectively meets the needs of our sales force (e.g., contribute to ease of product sales, fulfillment and servicing), maximizing both product penetration and speed to market. Optimize features and functionality through rationalization and simplification to profitably differentiate products in the marketplace based on a thorough understanding of competitor/ substitute products and product performance and deep customer knowledge/insights. Develop strategic and tactical plans to manage existing products, seeking to maximize value creation across the product portfolio and streamline the product offering, as appropriate, balancing simplification of the product offering with customer need fulfillment. Develop, implement and manage legacy product strategies (if applicable) including migration policy and strategies over time, balancing customer satisfaction with the costs and complexity of maintaining declining portfolios of retired products / pricing packages. Participate in the development of end to end Distribution strategy for Home Financing Products so as to optimize profitability and penetration in the broker channel Monitor operations to ensure product systems and processes are maintained and continuously improved. As appropriate, enhance the product delivery system infrastructure, including improvement of existing product systems, processes and documentation in support of product introductions, changes/ enhancements and operations, in order to meet customer needs and facilitate ease of sales, fulfillment and servicing. Regularly monitor customer and competitive environments to ensure product offers remain relevant to customer needs and achieve the desired competitive positioning. Provide input to the pricing structure for the product, particularly regarding feature/ price tradeoffs, based on a throughout understanding of competitor/ substitute products, product performance and deep customer knowledge/ insights. Monitor product and system performance, acting as subject matter expert to systems development and implementation functions to ensure effectiveness, efficiency and achievement of results across P&C. Monitor interest rates, and manage within approved product group strategies across the product suite, including maintaining the models to analyze the financial impact of rate decisions. Governance and Risk Management Proactively explore existing and potential risks and sources of risk, taking specific actions to more accurately and effectively identify and manage various forms of risk, escalating probable issues of materiality to the Director. Develop new analytical approaches and strategies to identify, measure, mitigate and manage product level risk and collaborate effectively with process simplification & technology on operational risk. Lead compliance activities specific to portfolio, understanding the external regulatory and legal environment and mitigating risks to an acceptable level. Where applicable, manage and maintain a full risk-based pricing capability, incorporating credit risk, market risk, drivers to enable pricing at the margin and push the risk/return envelope. Provide the leadership team with expert advice on the impact of various product decisions on investment, liquidity, capital and transfer prices. Develop and manage the governance and compliance oversight framework for the Product function to support executive attestations and accountabilities. Analytics & Reporting Monitor current and forecasted metrics for growth in balances and profitability Conduct regular analytics on product related metrics, including, but not limited to, revenue, balance, market share Work with product analytics, customer insights teams to provide analysis and recommendations on campaigns, programs and initiatives Participate and prepare regular quantitative reporting related to products/key initiatives Track campaign/program effectiveness by conducting post-campaign analysis and evaluation Key Accountabilities A. Product management, research, strategy & documentation B. Program and campaign development (with database marketing and leads partners) C. Customer Lifecycle Management & Customer Segmentation D. Results monitoring and reporting (Financial, Product and Channel) E. Risk management & regulatory compliance F. Product Policies and Procedures G. Product Assessment H. Product Advice/Subject matter expert I. Channel Optimization and business model enhancement Cross Functional Relationships Distribution (Broker and all other relevant channels) Corporate Marketing & Communications Customer and Product Analytics Risk, Compliance & legal Technology & Operations, including Product Operations Portfolio Management Personal Sales Force Effectiveness Finance, Accounting and Corporate treasury Knowledge & Skills Knowledge: Product Management specific to Home Financing Experience in the mortgage broker industry a strong asset Product fundamentals; including understanding the design and how the product works (policies and procedures), knowledge of delivery infrastructure systems and the system linkages underlying Project management Real estate finance or broker relationship experience a strong asset Financial services/ mortgage industry experience a strong asset Consumer/commercial credit experience a strong asset Environmental awareness/understanding Risk management Process coordination and management Industry and regulatory requirements understanding Skills: Strong cross functional collaboration/Relationship Building Strategic & Analytical Thinking P&L management Financial Modelling Problem-solving Time Management Negotiation Strong communication & influencing skills Program/ Project Management Microsoft Office (Advanced PowerPoint, Intermediated/Advanced Excel) Qualifications: Possess advanced knowledge of Home Financing and related industry Possesses a university degree in business/commerce, data sciences, engineering, finance and/or mathematics (graduate level degrees preferred) and/or 5 to 7 years of experience in product management and/or consulting Familiar with/ willing to learn one or more industry leading data and analytics tool sets including, but not limited to, MS Power BI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/30/2024Address:33 Dundas Street WestThe Home Financing Product team (HF) rallies towards a common goal - a connected experience for customers as they navigate their biggest financial commitment, their home. The Product Manager will manage the relationship with broker channel external partners, working with cross-functional teams to resolve issues and execute on the broker channel strategy.Working daily with external business partners, Analytics, Sales & Marketing, Distribution channels, Treasury, Product Ops, Digitization, Pricing, Policy, Compliance, Risk and Finance, HF brings together cross functional experts to deliver above market growth in a highly competitive industry.This position offers unparalleled opportunities to learn from experienced Financial Services leaders growing the good by powering our frontline and helping our customers achieve real financial progress.The Product Manager, Home Financing & Equity Products will primarily be responsible for supporting the acquisition strategy and Profit & Loss (P&L) for mortgages and home equity products in the mortgage broker channel, ensuring business plan expectations are achieved with additional focus on external partner relationship management, product design, strategy, customer experience, efficiency, compliance, innovation, continuous improvement and risk management.Supports the execution of strategic initiatives for the broker channel to deliver on business and financial goals in collaboration with internal and external stakeholdersSupports managing the relationship with external partners associated with the broker channelContributes to product policy strategies that support stable and predictable performance and provide strategic differentiation and competitive advantage relative to industry peers.Supporting managing and improving internal and external communication on product, policy, campaigns and other updates in the broker channelEnsures an optimal channel strategy, initiates developments to our channel strategy, and actively manages the channels as required.Contributes to product pricing strategies that support stable and predictable performance and provide strategic differentiation and competitive advantage relative to industry peers.Optimizes fee pricing across the product suite to facilitate profitable, quality growth and a stable, predictable stream of non-interest revenue.Optimizes the financial performance of the product portfolio through the management of customer experience, balance, mix, spread and non-interest revenue; increasing market share, share of wallet, and customer retention; and, product and customer profitability.Product Management and Development• Brings product expertise and intimately understand all aspects of product performance and drivers (market, financial, business) to inform product features and benefits and provide advice and recommendations to the Director.• Deliver product solutions and enhancements in alignment with the approved Personal Banking Canada strategy that effectively meets the needs of our sales force (e.g., contribute to ease of product sales, fulfillment and servicing), maximizing both product penetration and speed to market.• Optimize features and functionality through rationalization and simplification to profitably differentiate products in the marketplace based on a thorough understanding of competitor/ substitute products and product performance and deep customer knowledge/insights.• Develop strategic and tactical plans to manage existing products, seeking to maximize value creation across the product portfolio and streamline the product offering, as appropriate, balancing simplification of the product offering with customer need fulfillment.• Develop, implement and manage legacy product strategies (if applicable) including migration policy and strategies over time, balancing customer satisfaction with the costs and complexity of maintaining declining portfolios of retired products / pricing packages.• Participate in the development of end to end Distribution strategy for Home Financing Products so as to optimize profitability and penetration in the broker channel• Monitor operations to ensure product systems and processes are maintained and continuously improved. As appropriate, enhance the product delivery system infrastructure, including improvement of existing product systems, processes and documentation in support of product introductions, changes/ enhancements and operations, in order to meet customer needs and facilitate ease of sales, fulfillment and servicing.• Regularly monitor customer and competitive environments to ensure product offers remain relevant to customer needs and achieve the desired competitive positioning.• Provide input to the pricing structure for the product, particularly regarding feature/ price tradeoffs, based on a throughout understanding of competitor/ substitute products, product performance and deep customer knowledge/ insights.• Monitor product and system performance, acting as subject matter expert to systems development and implementation functions to ensure effectiveness, efficiency and achievement of results across P&C.• Monitor interest rates, and manage within approved product group strategies across the product suite, including maintaining the models to analyze the financial impact of rate decisions.Governance and Risk Management• Proactively explore existing and potential risks and sources of risk, taking specific actions to more accurately and effectively identify and manage various forms of risk, escalating probable issues of materiality to the Director.• Develop new analytical approaches and strategies to identify, measure, mitigate and manage product level risk and collaborate effectively with process simplification & technology on operational risk.• Lead compliance activities specific to portfolio, understanding the external regulatory and legal environment and mitigating risks to an acceptable level.• Where applicable, manage and maintain a full risk-based pricing capability, incorporating credit risk, market risk, drivers to enable pricing at the margin and push the risk/return envelope.• Provide the leadership team with expert advice on the impact of various product decisions on investment, liquidity, capital and transfer prices.• Develop and manage the governance and compliance oversight framework for the Product function to support executive attestations and accountabilities.Analytics & Reporting• Monitor current and forecasted metrics for growth in balances and profitability• Conduct regular analytics on product related metrics, including, but not limited to, revenue, balance, market share• Work with product analytics, customer insights teams to provide analysis and recommendations on campaigns, programs and initiatives• Participate and prepare regular quantitative reporting related to products/key initiatives• Track campaign/program effectiveness by conducting post-campaign analysis and evaluationKey AccountabilitiesA. Product management, research, strategy & documentationB. Program and campaign development (with database marketing and leads partners)C. Customer Lifecycle Management & Customer SegmentationD. Results monitoring and reporting (Financial, Product and Channel)E. Risk management & regulatory complianceF. Product Policies and ProceduresG. Product AssessmentH. Product Advice/Subject matter expertI. Channel Optimization and business model enhancementCross Functional Relationships• Distribution (Broker and all other relevant channels)• Corporate Marketing & Communications• Customer and Product Analytics• Risk, Compliance & legal• Technology & Operations, including Product Operations• Portfolio Management• Personal Sales Force Effectiveness• Finance, Accounting and Corporate treasuryKnowledge & SkillsKnowledge:• Product Management specific to Home FinancingExperience in the mortgage broker industry a strong asset• Product fundamentals; including understanding the design and how the product works (policies and procedures), knowledge of delivery infrastructure systems and the system linkages underlying• Project management• Real estate finance or broker relationship experience a strong asset• Financial services/ mortgage industry experience a strong assetConsumer/commercial credit experience a strong asset• Environmental awareness/understanding• Risk management• Process coordination and management• Industry and regulatory requirements understandingSkills:• Strong cross functional collaboration/Relationship Building• Strategic & Analytical Thinking• P&L management• Financial Modelling• Problem-solving• Time Management• Negotiation• Strong communication & influencing skills• Program/ Project Management• Microsoft Office (Advanced PowerPoint, Intermediated/Advanced Excel)Qualifications:• Possess advanced knowledge of Home Financing and related industry• Possesses a university degree in business/commerce, data sciences, engineering, finance and/or mathematics (graduate level degrees preferred) and/or 5 to 7 years of experience in product management and/or consulting• Familiar with/ willing to learn one or more industry leading data and analytics tool sets including, but not limited to, MS Power BI, TIBCO Spotfire, TIBCO BPM, SQL, SAS and Tableau Grade:7Job Category:People Manager / GestionnaireWe're here to helpAt 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.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.

Application Deadline: 05/12/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:Fall Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients.A variety of desks host Fall Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading.Fall co-ops will work on one desk in Global Markets over a 14-week period. Co-ops will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each co-op will complete one week of onboarding and training with other co-ops across BMO Capital Markets. There are continuous professional development activities throughout the Fall. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership.Responsibilities: Fall co-ops are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, co-op skill set, and business needs, responsibilities may include:Development and deployment of business solutions such as pricing and risk modelsMarket data capture and display, spreadsheet developmentProviding insight into trading strategies leveraging quantitative modellingImproving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc.Bespoke projects requiring market, portfolio, or client research and data analyticsCreating client presentation materials using PowerPoint and ExcelDeveloping client trade ideasPlanning client eventsRecapping and organizing market data and eventsShadowing and learning from Trading, Sales, and Strategy professionalsQualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse co-op class that can fit into different roles across Global Markets.Required Qualifications:Currently enrolled in an undergraduate or Master's program with a graduation date of December 2025 or onwardsStrong academic record -minimum 3.4/4.0 GPA Extracurricular achievement;Demonstrated interest in and knowledge of financial markets;Excellent research and analytical skills, able to collect, analyze and interpret data;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, positive attitude and high motivation;Strong written and oral communication skills;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self -motivation;Strong work ethic and a high level of professional integrity;Detail and results orientated.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the futureAdditional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics;Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular);Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA);Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab);Database experience (SQL, Oracle);Familiarity with data manipulation and strong quantitative/statistical background;Understanding of mathematical models;Fluency in Excel, including scripting and efficient spreadsheet design;Strong technical writing ability.How to Apply: For your application to be eligible for consideration, you must apply to both your career center posting and the BMO link application link.Please ensure the following items are submitted in your application:Cover Letter (optional)ResumeTranscript with cGPAThe campus job description above aligns to the full time job description below.Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions.Seeks to develop an understanding of client needs and outcomes.Coordinates conference calls, client events and meetings.Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources.Verifies that all confirms on trades or sales are accurate and promptly delivered.Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.Answers phones, file, fax, and coordinates meeting and travel arrangements.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Cultivates strong relationships with the research team in order to understand their industries and stock coverage.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Defines problems, collects data, establishes facts, and draws valid conclusions.Develops an understanding of and proficiency in using all required systems and models.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.).Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.Responds to requests for information from both internal and external sources.Communicates market data and client changes to colleagues when they are on the road or in meetings.Provides feedback on, and, supports continuous improvement opportunities.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.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.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Familiarity with institutional equity markets.Series 7, 63 licenses.Able to read, analyze, and interpret general business periodicals, investment and financial reports.Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.I-Star familiarity.Specialized knowledge from 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.Please note the salary for this specific position is $95,000 CAD.Compensation and Benefits:Pay Type: SalariedThe 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 We're here to helpAt 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: 05/12/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: Fall Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients. A variety of desks host Fall Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading. Fall co-ops will work on one desk in Global Markets over a 14-week period. Co-ops will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each co-op will complete one week of onboarding and training with other co-ops across BMO Capital Markets. There are continuous professional development activities throughout the Fall. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership. Responsibilities: Fall co-ops are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, co-op skill set, and business needs, responsibilities may include: Development and deployment of business solutions such as pricing and risk models Market data capture and display, spreadsheet development Providing insight into trading strategies leveraging quantitative modelling Improving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc. Bespoke projects requiring market, portfolio, or client research and data analytics Creating client presentation materials using PowerPoint and Excel Developing client trade ideas Planning client events Recapping and organizing market data and events Shadowing and learning from Trading, Sales, and Strategy professionals Qualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse co-op class that can fit into different roles across Global Markets. Required Qualifications: Currently enrolled in an undergraduate or Masters program with a graduation date of December 2025 or onwards Strong academic record minimum 3.4/4.0 GPA Extracurricular achievement; Demonstrated interest in and knowledge of financial markets; Excellent research and analytical skills, able to collect, analyze and interpret data; Strong interpersonal skills used within a demanding team environment; Demonstrated proactivity, resiliency, positive attitude and high motivation; Strong written and oral communication skills; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self -motivation; Strong work ethic and a high level of professional integrity; Detail and results orientated. You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Additional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics; Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular); Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA); Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab); Database experience (SQL, Oracle); Familiarity with data manipulation and strong quantitative/statistical background; Understanding of mathematical models; Fluency in Excel, including scripting and efficient spreadsheet design; Strong technical writing ability. How to Apply: For your application to be eligible for consideration, you must apply to both your career center posting and the BMO link application link. Please ensure the following items are submitted in your application: Cover Letter (optional) Resume Transcript with cGPA The campus job description above aligns to the full time job description below. Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the banks exposure and adhering to regulatory statutes. Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader. Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions. Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions. Seeks to develop an understanding of client needs and outcomes. Coordinates conference calls, client events and meetings. Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources. Verifies that all confirms on trades or sales are accurate and promptly delivered. Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing. Answers phones, file, fax, and coordinates meeting and travel arrangements. Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations. Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Cultivates strong relationships with the research team in order to understand their industries and stock coverage. Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Defines problems, collects data, establishes facts, and draws valid conclusions. Develops an understanding of and proficiency in using all required systems and models. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.). Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations. Responds to requests for information from both internal and external sources. Communicates market data and client changes to colleagues when they are on the road or in meetings. Provides feedback on, and, supports continuous improvement opportunities. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. 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. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Familiarity with institutional equity markets. Series 7, 63 licenses. Able to read, analyze, and interpret general business periodicals, investment and financial reports. Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired. I-Star familiarity. Specialized knowledge from 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. Please note the salary for this specific position is $95,000 CAD. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Application Deadline: 05/12/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:This position will be situated with the Real Estate Property Brokerage team in Toronto.The Co-op Analyst program is designed for candidates between their second and third undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors.Responsibilities:As an Investment Banking Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include:Assisting in preparation of pitches and presentations;Writing and preparing portions of confidential information memorandums and other marketing material;Collecting real estate market information and maintaining research databases;Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes;Reading and summarizing property leases and other legal documents;Reviewing third party reports including appraisal, building condition and environmental reports; andPerforming other tasks supporting client relationships and business development.This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector.Qualifications:As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes:Currently enrolled in an undergraduate degree program; graduating in December 2025 and onwards.Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering;A minimum cGPA of 3.4/4.0;Outstanding academic, achievement and peer recognition;Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software;Strong interpersonal skills used within a demanding team environment;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self-motivation;Strong work ethic;A high level of integrity; andExperience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage.How to Apply: For your application to be eligible for consideration, you must apply the BMO link application link.Please ensure the following items are submitted in your application:Cover Letter (optional)ResumeTranscript with cGPAThe campus job description above aligns to the full-time job description below.Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.Develops written internal and external marketing on pitch material.Supports deal teams in development, presentation, and winning mandates.Seeks to develop an understanding of client needs and outcomes.Provides materials to support an outstanding client experience.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.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Completes quality reports/analyses.Researches and analyzes company and industry financial and operating information.Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations.Creates statistical exhibits and financial performance trend analysis for client presentations.Applies technical concepts and understands implication of work to client/transaction.Develops an understanding of and proficiency in using all required systems and models.Provides feedback on, and supports continuous improvement opportunities.Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.Delivers financial modeling to support strategic recommendations to clients.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.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.Qualifications:Typically between 3 - 5 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.Financial analysis training and experience.0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements.Highly skilled in building complex financial models.Expertise in financial computer applications and database management tools.Skilled in creating statistical presentations.Specialized knowledge from 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.Please note the salary for this specific position is $100,000 CAD.Compensation and Benefits:Pay Type: SalariedThe 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 We're here to helpAt 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: 05/12/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: This position will be situated with the Real Estate Property Brokerage team in Toronto. The Co-op Analyst program is designed for candidates between their second and third undergraduate years. In addition to this on-the-job experience, the program includes the opportunity to network across various business groups, learn about the culture of BMO Capital Markets, participate in training and learning seminars, and obtain career guidance from dedicated mentors. Responsibilities: As an Investment Banking Co-op Analyst within the Real Estate Property Brokerage team at BMO Capital Markets, you will gain valuable exposure to the real estate industry and work with a variety of financial products, including mortgage financings, individual and portfolio asset sales, mergers and acquisitions, and financial advisory. Responsibilities can include: Assisting in preparation of pitches and presentations; Writing and preparing portions of confidential information memorandums and other marketing material; Collecting real estate market information and maintaining research databases; Creating financial models using Argus Software and Excel and performing other financial analysis to assist in the valuation of real estate properties across all major asset classes; Reading and summarizing property leases and other legal documents; Reviewing third party reports including appraisal, building condition and environmental reports; and Performing other tasks supporting client relationships and business development. This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment banking, with a particular focus on the real estate sector. Qualifications: As an Analyst, you will be part of a dynamic investment banking environment. We are looking for highly motivated, mature individuals with the following attributes: Currently enrolled in an undergraduate degree program; graduating in December 2025 and onwards. Currently enrolled in an undergraduate degree program specializing in: real estate, commerce, finance, economics, math or engineering; A minimum cGPA of 3.4/4.0; Outstanding academic, achievement and peer recognition; Strong analytical and financial modeling skills, including proficiency with Microsoft Excel and potentially Argus Software; Strong interpersonal skills used within a demanding team environment; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self-motivation; Strong work ethic; A high level of integrity; and Experience working within one or more of the following areas would be an asset: real estate appraisal, asset/ investment management, financial analysis or investment brokerage. How to Apply: For your application to be eligible for consideration, you must apply the BMO link application link. Please ensure the following items are submitted in your application: Cover Letter (optional) Resume Transcript with cGPA The campus job description above aligns to the full-time job description below. Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. Develops written internal and external marketing on pitch material. Supports deal teams in development, presentation, and winning mandates. Seeks to develop an understanding of client needs and outcomes. Provides materials to support an outstanding client experience. 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. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Completes quality reports/analyses. Researches and analyzes company and industry financial and operating information. Performs complex financial modeling and runs valuation analysis as part of client / industry evaluations. Creates statistical exhibits and financial performance trend analysis for client presentations. Applies technical concepts and understands implication of work to client/transaction. Develops an understanding of and proficiency in using all required systems and models. Provides feedback on, and supports continuous improvement opportunities. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Delivers financial modeling to support strategic recommendations to clients. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. 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. Qualifications: Typically between 3 - 5 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. Financial analysis training and experience. 0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements. Highly skilled in building complex financial models. Expertise in financial computer applications and database management tools. Skilled in creating statistical presentations. Specialized knowledge from 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. Please note the salary for this specific position is $100,000 CAD. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups 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 Groups expected target for the first year in this position. BMO Financial Groups 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 Were here to help 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. Well 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, well 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 others 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

A career in Interest Income team in the Financial Markets Operations at National Bank means putting your expertise to work in the evolution and execution of financial markets business strategy and wealth management. It is a job that allows you to live your ambitions in complicity and the power to act. Thanks to your involvement in the various related processes to Interest Income you participate in the transformation of the Bank. Your job: Perform analysis and processing related to distributions of interests and maturities generated by securities, which may include claims to counterparties, all while taking into account various schedules, the type of product, tax withholdings, currency conversions, and various exceptions. Verify daily and monthly reconciliations of various accounts as well as justify and address discrepancies. Assist in the processing of transactions and reconciliations as necessary. Act as an expert to employees by offering advanced technical support and participating in their development. Act as an expert to managers and partners. Compile, produce, and analyze various reports and statistics. Write and transmit communications to our partners. Participate in the development, implementation, and maintenance of work processes, and make recommendations for improvement. Act in accordance with established policies, standards, and procedures. Perform interest and maturity payments for Treasury activities. Your team: Join a team of 9 dynamic analysts who are constantly striving to have a major impact on the success of the Bank and Capital Markets. The team’s mission is to contribute to the success of capital markets through leading operational expertise and sound risk management. This position reports to the Interest Income team director. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as different market events to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Prerequisites: Be a holder of three-year college or university degree or academic equivalent, and four years of relevant experience Experience related to securities operations Ability to work under pressure and with tight deadlines Knowledge of ISM, AS00, desirable   Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!

Requisition ID: 192017Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeLead and oversee the Quebec - Cash Management Sales team and portfolio of clients, within Global Business Payments [GBP]. Ensures business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies, and procedures.What You’ll Do:Lead and drive a customer focused culture throughout a team of industry agnostic sales specialists to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Responsible for the development & profitable growth of the Quebec sales team through sales origination, relationship management, and client servicing. Promotes business development in line with business appetite and Group strategy.Identify, influence, and execute on new strategic sales & products/services initiatives across payments, cash management and commercial card.Leverage the Bank’s Americas footprint to connect our primary customers not only within the assigned portfolio but via referrals across our core markets, in collaboration with the Global Solutions group. Maintain a market profile within the assigned industry; Keep abreast of market trends, competitors’ products/initiatives and other areas relating to the payments & cash management industry as it relates to clients in the Quebec region.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Creates an environment in which their team pursues effective and efficient operations of their respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviors; communicating vison/values/business strategy; and managing succession and development planning for the team.What You’ll Bring:Minimum 10 years’ experience within the financial services industry with a minimum of 7 years of cash management and/or treasury finance experience is required.University degree. CFA considered an asset.Strong understanding of transaction banking including payments, commercial card & cash management with an affinity towards new digital propositions including API-based services. Working knowledge of the North American corporate cash management and deposit industries is an advantage.Proven track record of originating and successfully delivering business opportunities in payments & cash management.Entrepreneurial spirit, enthusiasm, and ambition to succeed.Experience with Salesforce, CRM tool.Results focused team player with strong learning ability.Strategic mindset and strong communication skills to drive growth and revenue. Work Arrangement: Hybrid work arrangements - currently 3 days in office. Non-standard hours are a common occurrence. Moderate travel across North America.Interested? If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and they will serve and English-speaking clientele. Location(s): Canada : Quebec : Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: ''for every future'', we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

A career as a Senior Director & Market Lead on the team of Agri-Food Team at National Bank is to adopt a friendly approach and provide high-quality advice, you will offer clients a people-centric experience and help them reach their business goals. Your complex and varied duties will help you rapidly become a trusted advisor to your clients for their financial projects. This job allows you to have a positive impact on the organization through developing the brand as we help you build the portfolio across Ontario. It’s like being an Entrepreneur within the Bank! Our banking team is dedicated exclusively to handling companies with high growth potential in the Agrifood/Food transformation sector. Your job • Identify and develop business opportunities in your market, increase your commercial client base, and establish business development strategies • Help your clients attain their business objectives by proposing financial strategies based on the most suitable combination of Bank products and services • Manage relationships with sophisticated clients who have financing needs between $10 million and $150 million in situations that are often transactional • Meet clients' changing needs by adapting and optimizing financial products and sales approaches • Provide expertise in the areas of financing structure, financial analysis, and all aspects of file assessment • Help prepare files, including analyzing and setting up business financing structures • Participate in negotiations with internal stakeholders (legal advisors, Credit department, Syndication department, etc.) and external stakeholders (legal advisors, other financial institutions, clients, prospective clients, etc.) • You will have the opportunity to work on financial syndication in this role • Negotiate terms and conditions of agreements with clients, while making sure that they meet risk management standards and profitability criteria • Identification of potential growth opportunities and market expansion avenues. Your team Within the Specialized Groups sector, you are part of a team of 14 colleagues, and you report to the Associate Vice-President. Our team stands out for its collaboration. With the assistance of a team of various credit and treasury specialists, you will structure complex credit files for your clients. Our team values passionate people and bold ideas. We work together to make sure our clients reach their goals and our colleagues do what they love. We rely on our colleagues to share knowledge and help one another. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours. Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development. Basic requirements • Bachelor's degree and 5 to 10 years of relevant experience • Experience in business development and with an established business network (in the Agrifood sector is an important asset) • Experience in underwriting and financing structure • Discipline, commitment to teamwork and eagerness to learn • In-depth knowledge of the syndication process  . Your benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.Health and wellness program, including many optionsFlexible group insuranceGenerous pension planEmployee Share Ownership PlanEmployee and Family Assistance ProgramPreferential banking servicesOpportunities to get involved in community initiativesTelemedicine serviceVirtual sleep clinicThese are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.We're putting people firstWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?Come live your ambitions with us!