Jobs at BMO

Manages and grows a portfolio of mid-market commercial banking clients by identifying treasury and payment solution opportunities. Provides consultative sales, cash management guidance, strategic financial advice, and relationship management. Coordinates implementations, monitors compliance and risk, analyzes client and industry data, resolves documentation issues, and collaborates with internal teams to deliver tailored treasury solutions and improve client outcomes.

Senior equity research role covering Canadian banks and select asset managers. Develop differentiated investment theses, build and maintain financial and stress models, publish timely research, lead management and investor meetings, collaborate with sales/trading and other analysts, mentor associates, and ensure regulatory and firm-policy compliance. Requires deep banking finance, accounting and regulatory expertise and strong stakeholder relationships.

Lead the AI & Innovation Solutions practice to translate business priorities into AI, Agentic AI, and automation initiatives. Define strategy and governance, assess and incubate use cases and proofs-of-concept, oversee Power Platform solutions, coordinate enterprise partners (Security, Privacy, Legal, Risk), manage vendors, drive adoption and change management, and mentor the team to deliver measurable business value and operationalized AI solutions.

Leads BMO’s specialized wealth planning function for Private Wealth Canada, serving high- and ultra-high-net-worth clients. Provides strategic direction, advanced financial planning expertise, sales support, and leadership for tax, estate, trust, succession, philanthropy, investment, insurance, and lending planning. Builds enterprise capabilities, drives referrals and revenue growth, establishes performance metrics and quality controls, develops talent, manages risk, and partners across business lines to deliver comprehensive wealth solutions.

Provide administrative and client service support for Investment Advisors and branch operations. Coordinate marketing and client events, assist with client meetings and account tasks (wires, transfers, account openings/updates), maintain client files and databases, generate reports, support technology and compliance processes, and help retain and grow client relationships.

Lead end-to-end sourcing for External Labor categories (professional services, consulting, staff augmentation, technology and managed services). Develop category strategies, run RFx and supplier selection, negotiate contracts and SOWs, assess supplier risk and performance, perform spend and market analysis, and advise stakeholders to optimize cost, quality, and compliance.

Leads Capital Markets supervision and regulatory risk management for Global Equity Research and Equity Products. Designs and administers supervisory controls, conducts electronic communications surveillance, maintains written supervisory procedures, investigates regulatory inquiries, and supports issue remediation. Advises front-office stakeholders, manages onboarding and registrations guidance, contributes to regulatory training and risk assessments, and liaises with Compliance, Legal, Audit, Risk, and regulators. The role also evaluates regulatory changes and explores AI and automation to improve monitoring efficiency.

Leads sophisticated commercial credit structuring and lending decisions for a national portfolio. Structures loans, assesses credit risk, monitors portfolio performance, allocates capital, and ensures compliance with bank policies and regulations. Builds client relationships, identifies revenue opportunities, develops proposals, and advises on financial solutions. Provides enterprise-wide expertise while managing and developing teams, driving strategic initiatives, and protecting the bank through risk-informed decisions.

Assist Investment Advisors (IAs) with client relationship management, day-to-day administration, and exceptional client service to achieve business objectives. Support new business opportunities, organize client events, coordinate marketing activities, and manage client portfolios while ensuring adherence to compliance and risk management processes.

Leads marketing-category sourcing initiatives, including supplier research, RFIs, RFPs, evaluations, negotiations, contract support, renewals, and risk assessment. Partners with stakeholders and suppliers to identify savings, improve commercial outcomes, and support innovation. Conducts spend and market analysis, develops business cases, tracks project performance, and provides actionable recommendations. Manages multiple sourcing projects while applying procurement methodologies, supplier-risk requirements, and continuous-improvement practices.

Provides financial and investment planning to customers, recommends managed products, develops client relationships, acquires new business, generates referrals, and supports sales targets. The role conducts needs assessments, creates investment strategies, delivers personalized advice, maintains regulatory compliance, analyzes customer needs, and collaborates with banking partners. Financial Planners may work across multiple branches and channels while independently managing client relationships and contributing to business growth.

Support and execute enterprise liquidity and funding management: measure and report regulatory and internal funding risks, develop models and stress tests, advise business partners on mitigation and recovery planning, design reports and dashboards, monitor balance sheet usage, and liaise with regulators and stakeholders to inform strategy and limits.

Owns the end-to-end digital product lifecycle, from strategy and customer journey definition through delivery, launch, adoption, and retirement. Manages product roadmaps, backlogs, requirements, acceptance criteria, release readiness, stakeholder dependencies, budgets, timelines, and go-to-market activities. Partners with business, design, architecture, engineering, and operations teams to improve customer experience, deliver business value, and maintain regulatory and risk compliance.

Provides financial and investment planning to customers, recommends managed products and retirement solutions, and builds lasting client relationships. The role acquires new business through outreach, referrals, appointments, and community engagement while meeting sales and performance targets. Financial Planners assess customer needs, develop relationship plans, provide investment guidance, generate referrals, maintain regulatory compliance, and collaborate with internal partners. The position requires financial industry expertise, provincial licensing, strong communication, analytical, problem-solving, collaboration, and influence skills.

The Wealth Planning Consultant provides financial planning for High Net Worth clients. Responsibilities include developing financial plans, coaching Investment Advisors, and maintaining client relationships to grow assets.

Leads sustainable growth for BMO’s unsecured personal lending portfolio. Owns acquisition, cross-sell, digital journey, and customer engagement strategies across multiple channels. Develops growth roadmaps, forecasts, business cases, and performance metrics; translates customer and market insights into action; and leads cross-functional initiatives with Analytics, Finance, Credit, Distribution, Marketing, Digital, and Technology teams. Ensures initiatives meet regulatory, governance, and risk requirements while delivering measurable acquisition, funding, balance, revenue, and customer growth.

The Mortgage Specialist will build customer relationships, identify sales opportunities, support targeted marketing programs, and provide exceptional customer service throughout the mortgage process.

Develops and manages relationships with high-net-worth and ultra-high-net-worth clients by providing personalized investment advice, portfolio support, financial planning, and wealth management services. Partners with lead advisors on business development, prospecting, client reviews, investment research, portfolio creation, and referrals. Supports business planning, regulatory compliance, risk management, fee assessment, data management, and efficient office operations while building client loyalty and achieving growth objectives.

Leads digital transformation and strategic initiatives from business case development through execution. Develops digital strategies, performance metrics, dashboards, and actionable insights to support business decisions and growth. Partners with cross-functional stakeholders, analyzes data, identifies trends, recommends solutions, monitors program performance, and supports change management. Provides strategic advisory, analytical, and technical support while ensuring alignment with business goals, risk frameworks, and regulatory requirements.

Develop and manage referral networks to originate mortgage business, guide customers through mortgage applications, execute targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report on opportunities, and provide exceptional customer service to grow mortgage market share.