Total 18 Director/C-Level Finance / Banking / Insurance job vacancies in Stoke-On-Trent, ST4 6QG

What skills and experience we're looking for

Our Trust needs a new CFO!

We are seeking a colleague that will be exceptional in their role and will enable our children to excel because of their strategic thinking, drive, rigour and ambition. We seek a wonderful unicorn, able to balance technical precision, meticulous and relentless high performance and robust effectiveness, while at the same time being kind, generous, sensitive, compassionate and a culture champion. We have great people who need a brilliant leader to guide, motivate and authorise their excellence. #One team is everything and our pervading ethos; people thrive from the generosity of others.

At Shaw Education Trust, high achievement is at the heart of everything we do. We are committed to ensuring that no individual’s opportunities are limited by their background or ability. Our focus is on harnessing the power of people to create positive change for our children and young adults, and we work closely with students, leaders, teachers, and support teams to shape everyone’s best future—because one size fits one. We believe education should be an exciting, dynamic space buzzing with vibrancy and potential. Innovation and entrepreneurialism fuel our passion, allowing us to be creative, agile, and responsive to context and circumstance. We embrace new ideas and challenge the status quo to ensure that our students thrive.

Our values are,To Be Pupil and People Centred, To be Best in Class, To be Accountable, To be Innovative, To Act With Integrity

What the school offers its staff

Shaw Education Trust offer the following employee benefits with your Teaching or Support Staff employment:

• An excellent Local Government Pension Scheme (Support Staff) / Teachers Pension (Teaching Staff)
• Support Staff only based on working full time, all year - Generous holiday entitlement from your first day of employment (37 days holiday rising to 39 days after 5 years’ service including Bank Holidays)
• Electric Car Scheme: Environmentally friendly vehicles with our electric car scheme.
• Access to Medicash Health & Wellbeing Plan: Enjoy health services designed to support your well-being.
• Free DiscountForTeachers Scheme for all staff (Support and Teaching), Exclusive discounts to save money with a wide selection of discounts and exclusive offers from hundreds of the biggest brands.
• Free Eye Tests
• Cycle to work scheme
• Access to our Institute of Education and fantastic opportunities to help you grow, contribute and flourish in your role and in the Trust.

We know our people are the key to our success and so we’re committed to ensuring the employment experience at Shaw Education Trust is a rewarding one.

Shaw Education Trust is a dynamic and rapidly growing multi-academy trustcommitted to improving the lives of young people by providing exceptional educational opportunities. Established in 2014, we have quickly expanded andnow oversee 32 academies across the West Midlands and Northwest of England. Our academies include a diverse range of settings, including primary,secondary, and specialist schools, all of which work collaboratively to ensure that every student receives a high-quality education tailored to their needs. Thisdiversity is a cornerstone of our approach, as we believe in the power of sharedlearning and the strength that comes from a united focus on excellence.

Since our inception, Shaw Education Trust has demonstrated a relentlesscommitment to driving educational improvement and ensuring that no student's future is limited by their background or ability. Our Trust is built on the belief that "one size fits one and being proud to belike nothing else" meaning we tailor our approaches to meet the individual needs of each learner. This ethos has fuelled our mission of ensuring brilliance ineducation, offering innovative solutions to raise standards and deliver exceptionaloutcomes.

Commitment to safeguarding

Safeguarding and promoting the welfare of children is defined for the purposes of this guidance as: Protecting children from maltreatment Preventing impairment of children’s mental and physical health or development Ensuring that children grow up in circumstances consistent with the provision of safe and effective care Taking action to enable all children to have the best outcomes Shaw Education Trust recognises that in order to keep pupils safe, leaders must create where pupils and staff are able to speak freely and share any concerns they have.

Please find attached the Job Description and Person Specification for this job role. All core information is included. Please see below contact details if you require an informal conversation in regards this role.

What skills and experience we're looking for

We are seeking to appoint an exceptional Director of Finance and Estates to work with the Headteacher and Trust Board at Southend High School for Boys.

The Director of Finance and Estates will provide high quality leadership and management of the Trust’sFinance and Estates functions, ensuring that the Trust runs efficiently and effectively in delivering its educational vision, aims and objectives.

The role:

• Advising the Headteacher, Trust Board and other school leaders on all matters relating to financial operations and estates;
• Ensuring that sound, appropriate and effective risk management arrangements are in place;
• Ensure that budgets are prepared and monitored appropriately and efficiently, and that annual accounts are delivered in accordance with the Academy Trust Handbook, the EFSA guidelines fulfilling all statutory requirements;
• Effective leadership and management of the finance team; and
• Effective leadership and management of the estates team, ensuring that all aspects of our estate, including areas such as health and safety, building projects and catering contracts are run smoothly and efficiently across the site.

The candidate:

The successful candidate will lead the promotion and delivery of good financial management ensuring that public money is used appropriately, efficiently and effectively at all times.

The right candidate will be passionate about education, setting a clear vision for finance and estates at Southend High School for Boys that is rooted in the core values of the school. They will also be a creative thinker, with an innovative approach to problem solving.

The ideal candidate will be experienced in a senior financial role and hold an accounting qualification. Previous school/trust finance experience is essential.

The postholder will responsible to the Headteacher.

Recruitment process:

Please see our website for the full job pack containing the job description, person specification and further information.

Applicants must complete the application form in full and submitted to the school by no later than midday on the closing date of 27th September 2024.

Shortlisted applicants will be invited to attend a face to face interview at the school.

Contact:

Applicants who require further information should contact the HR Manager via recruitment@shsb.org.uk or telephone 01702 606208. We are happy to arrange visits to the school in advance of any interview process.

What the school offers its staff

Organisation benefits:

• Auto-enrolment into a contributory pension scheme (LGPS for support staff, employer contribution 25%)
• Free on-site parking
• Cycle to work scheme
• CPD through internal and external providers (including a subscription to National College)
• Employee Support Programme offering a range of retail discounts and vouchers, a 24/7 confidential advice line, and opportunity for structured counselling sessions.
• Access to apply for Blue Light Card
• Specsavers Eye care vouchers
• Free use of the sports facilities

Key terms

• Hours: 37 per week full time; exact working hours are negotiable with the successful candidate.
• Location: the post is based on site within the school. It is anticipated that full time presence will be required during the initial months of appointment, however it may be possible to consider a degree of flexible working from home in later months.
• Start date: Required for November 2024.
• Holiday entitlement: The annual holiday entitlement for this post starts at 27 days plus bank holidays (April to March) and increases to 30 after 5 years’ service. Previous local government service under the Modification Order will apply to annual leave entitlement.
• Remuneration: The post is paid on Essex Schools’ Local Government Pay Scale 12-13 within range of Points 43-49 (£51,515 to £61,328). A starting salary Point would be negotiable depending on skills and experience.

Commitment to safeguarding

Our organisation is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff, volunteers and trustees to share this commitment. Our recruitment process follows the keeping children safe in education guidance. Offers of employment may be subject to the following checks (where relevant): childcare disqualification Disclosure and Barring Service (DBS) medical online and social media prohibition from teaching right to work satisfactory references suitability to work with children You must tell us about any unspent conviction, cautions, reprimands or warnings under the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975.

This is an exciting opportunity for experienced and dynamic strategic leaders who share our passion for the highest quality clinical care to join either Trust. The Directors will thrive in a complex and fast paced environment and demonstrate exemplary leadership qualities which are consistent with the Trust’s values.

Being able to articulate a vision is an essential attribute along with exceptional interpersonal and influencing skills and the ability to build effective relationships with a range of internal and external stakeholders.

The Directors of Nursing will also act as Deputy Group Chief Nurses and will work collaboratively across organisational and professional services to deliver the objectives and shared ambitions of the Group.

As a key member of the Site Senior Leadership Team, the Directors will work as a triumvirate alongside the Chief Operating Officer and the Hospital Medical Director, strengthening our commitment to place clinical leadership at the heart of the Group.

We welcome applications from visionary leaders with significant experience of strategic leadership within the NHS acute sector.

The Directors of Nursing will provide professional leadership for all nursing and midwifery, whilst driving through change which improves clinical outcomes and patient experience. Through the development of a Group Nursing and Midwifery Strategy, our Directors will ensuring the delivery of high quality, safe and effective patient care through an educated, motivated and sustainable workforce.

Our Group

North Tees and Hartlepool NHS Foundation Trust and South Tees Hospitals NHS Foundation Trust are the area’s largest employers, with a budget of circa £1.2 billion and over 15,000 staff who deliver acute, tertiary and community health and care services across the Tees Valley, North Yorkshire, County Durham and beyond.

We have high ambitions and are committed to delivering more together for the populations we serve. In the spirit of greater collaboration, following a number of years of joint working, the two trusts have taken the decision to move to a Group model, meaning that our two organisations remain separate, so they can represent their communities effectively, but enables the trusts to work at scale to take strategic decisions, which benefit the group as a whole and will deliver better outcomes for our patients, staff and the wider population.

Please see the full job description and person specification document for main responsibilities of the role.


This advert closes on Sunday 11 Aug 2024

Your new company

Hays Senior Finance are delighted to be recruiting a Finance Director to join a prestigious organisation based in the Teesside region. This organisation has just undergone a period of substantial growth and are looking to make this business a critical appointment for the next stage of their development.

Your new role

In this role you will be reporting directly to the senior leadership team and be responsible for the finance functions for the UK branches.
Main Responsibilities include;

• Develop and execute financial strategies, plans, procedures and systems to support business objectives and drive sustainable growth.
• Oversee all aspects of the finance function including maximising working capital, managing cash flows, debt, investments, capital expenditures and forecasting to maintain organisation's financial health and support the growth ambitions in a controlled way with appropriate risk management.
• Work with the Financial Controller to ensure a disciplined and efficient month-end process which results in the production of accurate and timely MI/KPI's for the business.
• Oversee submission of statutory accounts.
• Supervise production of the monthly Group consolidated accounts.
• Report to monthly Group board meetings on the financial performance of the group companies. Coordinate production of the Board pack.
• Oversee financial planning, budgeting, forecasting, and reporting processes.
• Ensure compliance with tax regulations, manage audits, implement risk management systems and stay updated on regulatory requirements.
• Manage relationships with external stakeholders including banks, auditors, legal, HMRC and financial institutions.
• Lead financial analysis and provide insights to support strategic decision-making.
• Business partnering across all areas of the business ensuring investments deliver sustainable and profitable growth.
• Lead financial activity for any associated ventures.
• Mentor and develop finance and IT team members to foster a high-performance culture.
• Drive continuous improvement to systems, processes and procedures to improve automation and efficiency.

What you'll need to succeed

To be considered for this experience, you will need to be a qualified accountant with demonstrable experience in a similar role. This should include times when you have improved processes and improvements, have a commercial approach to your work as well as having strong IT skills. You will need to be a strong influencer and possess great communication skills, both written and verbal.


What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Provide support to the Deputy Chief Finance Officer in the development of financial strategies and plans for the Trust to ensure financial balance and to exhibit sufficient strategic awareness to deputise for the Deputy Chief Finance Officer as appropriate across a full range of their duties including system level meetings representing the Trust. To support the Deputy Chief Finance Officer in the co-ordination, monitoring and review of Finance Directorate activities, to optimise use of resources, ensuring tasks are performed to a high professional standard and agreed deadlines are met. With the Deputy Chief Finance Officer, ensure that there is appropriate financial information and expert advice to enable the Trust to meet its statutory obligations and satisfy all internal and external reporting requirements including the Trusts Annual Accounts and NHS monitoring returns. Supported by the Deputy Chief Finance Officer & Financial Controller, responsible for the preparation of the Trusts Annual Accounts and Statutory Returns, including the financial contribution to the production of the Trust Annual Report. Ensuring that the Accounts are prepared in line with Department of Health Group Accounting Manual and approved accounting standards and liaison with Internal and External Audit Functions. The postholder will assist in developing and maintaining systems, procedures, and controls to ensure the financial resources of the Trust are protected and managed in accordance with the Standing Financial Instructions. Responsible for the production of the annual financial plan for the Trust ensuring that the Trust meets its statutory obligations. Responsible for managing the Trusts annual budget setting process, ensuring this is aligned with the wider Trust strategy. To work closely with Directorate management teams and finance colleagues on modelling service developments and changes to commissioning intentions that impact on the overall Trust position. To co-ordinate and consolidate information for inclusion with the financial plan relating to cost pressures, service developments and CIP. Responsible for the production of the monthly financial reports to the Senior Leadership Team meeting, Finance & Resources Committee and Trust Board. Co-ordinate and structure directorate reports which supports Trust wide reporting. The reports should highlight the main financial issues and risk and links between financial performance, activity, workforce and other key operational drivers where appropriate. Plan and manage the monthly reporting process ensuring adherence to national, System and Trust deadlines. Endorse any necessary remedial action if required. Ensure that detailed financial forecasts and projections are prepared by Financial Management for inclusion in monthly directorate reports and consolidation into an overall Trust forecast. Produce consolidated financial forecasts to ensure that future financial challenges are understood and are communicated within the Trust. Responsible, with the Deputy Chief Finance Officer, for the development, maintenance and implementation of financial policies and procedures across the Trust (including Powers of Delegation and Authorised Signatories) covering all significant areas where there is a financial risk. Responsible for co-ordinating the Finance department implementation of Internal/External Audit recommendations in a timely manner. To also assess and advise on the impact to the Trust of audit recommendations made in respect of the outsourced finance functions. To deputise for the Deputy Chief Finance Officer as required.

03/30/2024

Address:

100 King Street West

Customer Shared Services

The Financial Crimes Unit (FCU) brings together our Cybersecurity, Fraud, Physical Security and Resilience Planning capabilities to address the ever-growing and increasingly complex global security environment. It is a highly collaborative effort that greatly enhances BMO’s ability to rapidly prevent, detect, respond to, and recover from all security & crisis threats. This position offers a unique experience to learn from experienced leaders in the industry, join a team building the 21st century model for security and helping grow the good by protecting our customers and communities.

• Looking for deep expertise in product knowledge, specifically with mortgages and other Canadian banking retail lending products.
• Lending experience - Preferred
• Fraud experience - Preferred
• Hybrid role

Are you a seasoned fraud leader who keep up with current/emerging threats and the latest trends in lending fraud prevention?

We are looking for a Director of Lending Fraud Strategy & Business Consulting to lead a team of fraud experts responsible for the development and implementation of fraud strategies in our Retail Lending segment, while managing relationships with the Lines of Business/Operating Groups. The Director works with stakeholders to deliver project/program/initiative business results in alignment with overall Financial Crimes Unit's and Line of Business' goals. Provides fraud subject matter expertise specific to retail lending products across the full fraud management cycle, and in particular, in the design, development, management and implementation of projects from business case development through execution.

• Focuses Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. primarily on new build or significant enhancement to existing work, systems, processes, etc. Usually large scale, high complexity initiatives impacting multiple lines of business.
• Develops an expert understanding of business/group challenges.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Acts as a subject matter expert on relevant regulations and policies.
• Networks with industry contacts to gather competitive insights and best practices. Recommends measures to improve organizational effectiveness.
• Provides coaching on complex strategic and business issues and facilitates processes to reach effective resolution.
• May consult to or serve on various committees and task forces.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals; assesses and adapts as needed to ensure quality of execution.
• Acts as the prime contact for internal/external stakeholder relationships, which may include regulators.
• Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
• Interacts with various BMO groups to ensure strategy and initiatives meet enterprise governance requirements.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and subject matter expertise for project/program/initiative design and to incorporate the needs of the business to ensure smooth, effective implementation and the achievement of anticipated benefits.
• Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
• Collaborates with internal and external stakeholders to provide business context in the design, develop and implementation of programs and solutions.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Utilizes standard project management methodology to manage solution planning, implementation, sustainment, and evaluation of initiatives.
• Documents business requirements, processes, and test scenarios; completes testing as required.
• Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
• Breaks down strategic problems, analyzes data and information to provide insights and recommendations.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. May include assisting with training sessions and delivering/disseminating training and/or learning materials.
• Work with stakeholders to identify project/program/initiative critical success factors and integrate appropriate cost, quality, and risk mitigating strategies into change plans.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Monitors and tracks performance, and addresses any issues.
• Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Relationship management and influence skills-Expert.
• Project management skills-Expert.
• Technical leader viewed as thought leader for innovation.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills - Expert.
• Analytical and problem solving skills - Expert.
• Influence skills - Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - Expert.
• Able to manage ambiguity.
• Data driven decision making - Expert.

$103 500,00 - $192 500,00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

03/31/2024

Address:

100 King Street West

Data Analytics & Reporting

We are seeking a hands-on Associate Director for the Risk Reporting Management (“RRM”) Team without our T&O Risk and Internal Controls (“T&O RIC”) unit.  T&O RIC reinforces the bank’s “1st line of defense” by providing controls and oversight for Technology and Operations in support of all pillars of the bank. T&O RIC is responsible for T&O’s Governance, Risk, Compliance, and Testing (GRCT/1b) operating model and targeted Controls Processing activities, including Reconciliations, Logical Access provisioning and Quality Testing plus risk-related executive reporting. RRM is responsible for providing T&O RIC and T&O with analysis, support, and risk reporting.  This person will lead a small team in RRM that will play a key role in the development of key risk reports for T&O.

This role will be responsible for working with data to build connections, analyze and work with the team to Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. This role is Hands on 70% of the time. The role may also consist of designing dashboards and analyses to be performed, and appropriate visualization and analytics tools to use.  They will work with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools. Also, build various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques.  Other key accountabilities include, but are not limited to:

• Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability. Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights.
• Works with different teams, management, and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. Translates business needs to technical specifications and evaluates existing data visualization systems to improve them.
• Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers. Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. 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 relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combination of education, experience and industry knowledge.

Proficiency in the following technologies:

• Power BI.
• Excel
• Power Queries

Advanced level of proficiency:

• Data visualization.
• Data storytelling.
• Data mining.

$84,000.00 - $156,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

03/12/2024

Address:

100 King Street West

Commercial Sales & Service

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Improves service levels, improve client satisfaction and loyalty scores by identifying and providing recommendations for process improvement.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Provides direction on the creation of comprehensive credit structures to meet the transactional needs of clients.
• Collaborates with internal stakeholders to generate ideas, identify client solutions and pursue marketing efforts.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• 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 relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 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.

$84,000.00 - $156,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

04/28/2024

Address:

100 King Street West

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 Portfolio’s. 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 PM’s 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 bank’s 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

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

03/13/2024

Address:

100 King Street West

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

Assists in the sourcing, structuring and portfolio management of a variety of risk management and credit portfolio management tools in line with the Risk & Capital Solutions mandate and Capital Markets strategy. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to internal businesses and investor clients. As a team member, interacts with Management across BMO and BMO Capital Markets, and all strategic product areas in supporting the senior professionals in developing the most appropriate risk hedging and capital optimization transactions, pitches to clients, and winning new mandates. These efforts have significant financial implications to clients and to the Business Unit as well as the overall growth of the business.

• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.
• 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.
• Develops and maintains financial models and databases.
• Develop high quality presentations for and support interactions with CM management, potential investors and hedging / insurance counterparties.
• Develops and maintains an understanding of and proficiency in using all required systems and models (including LTS/APMS, IDP/CDM, Adaptiv, TraderEH).
• Helps colleagues with the presentation of information and preparation of proposals for their review.
• Assists colleagues in the research and resolution of administrative/operational issues.
• Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
• Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.
• Understands the needs of clients (internal and external) and provides relevant ideas and opinions to generate recommendations and deliver an outstanding client experience.
• Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
• Uses good judgement in meetings/speaks up with ideas/communicates ideas effectively/asks good questions.
• Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.
• Develops and maintains fluency with corporate policies, Bank Capital rules and Capital relief techniques. Additional knowledge of Insurance capital rules also beneficial.
• Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• 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:

• 8-10 years of relevant experience at a financial institution in Capital Markets with emphasis on Investment and Corporate Banking, Trading Products, Private Credit, Structured Credit, Regulatory Capital, Funding Management or Credit Portfolio Management.
• Post-secondary degree in Finance/Accounting/Economics/Mathematics/Statistics
• CFA / FRM would be an asset
• Deep knowledge of US, Canadian and International corporate finance and credit markets (e.g. lending, private credit, structured credit) including investment banking, lending practices, syndication / origination process, credit documentation, lending operations and regulatory best practices
• Knowledge of credit and capital management issues and industry trends in various client sectors throughout the US, Canadian and International market.
• Demonstrated high performance in previous portfolio management and/or structuring roles
• Strong sense of intellectual curiosity
• Significant deal structuring or credit portfolio management experience
• Expert level relationship management and interpersonal skills and the ability to strategically and ethically leverage these relationships
• Excellent ability to advocate persuasively and negotiate with influence when conducting business with peers and clients
• Exceptional managerial leadership skills, especially in adapting and leading change
• Exceptional analytical skills including financial, legal, regulatory, economic, and business analysis and the ability to apply these concepts to the daily functions of the business
• Able to deliver clear, effective communication and take responsibility for understanding others
• Able to exercise independent thought and judgement and adapt to new tasks with little notice
• Able to prioritize competing responsibilities working in a fast-paced, results-oriented work environment
• Strong focus on meeting client needs
• Able to excel in a team environment
• Strong risk management skills, fundamental analysis skills and leadership abilities
• Solid financial modelling and data management abilities
• Technical proficiency gained through education and/or business experience.
• Must successfully complete external regulatory exams and licensing requirements, as determined by the Managing Director & Head
• 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:

$175,000 CAD

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

03/12/2024

Address:

100 King Street West

Data Analytics & Reporting

Designs, builds and operates ETL and pipeline development activities and modeling solutions that facilitate data storage, integration, management, data quality, validation and security, supporting the entire data asset lifecycle. Designs, implements and maintains data flow channels and data processing systems that support the collection, storage, batch and real-time processing, and analysis of information in a scalable, repeatable and secure manner. Manages corporate apps and data in the cloud and technical tasks involved in planning, architecting, migrating, monitoring, and management of enterprise cloud systems.

• Supports the creation and enforcement of policies for effective data management.
• Formulates techniques for effective data management, quality data collection to ensure adequacy, accuracy and legitimacy of data.
• Devises and implements efficient and secure procedures for data handling and analysis with attention to all technical aspects.
• Supports the daily use of data systems and ensure adherence to legal and company standards. Establish rules and procedures for data sharing.
• Monitors and analyzes information and data systems and evaluate their performance to discover ways of enhancing them (new technologies, upgrades etc.)
• Ensures digital databases and archives are protected from security breaches and data losses.
• Troubleshoots data-related problems and authorize maintenance or modifications.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• 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:

Advanced level of proficiency:

• Critical thinking.
• Data Fabric.
• Data governance.
• Data integrity.
• Data Privacy.
• Data quality.
• Ontology Design.
• Semantic Layer.
• Systems thinking.
• Data management.
• Enterprise Data Management.
• Master Data Management.
• Metadata Management.
• Verbal & written communication skills.
• Analytical and problem solving skills.
• Influence skills.
• Collaboration & team skills; with a focus on cross-group collaboration.
• Able to manage ambiguity.
• Data driven decision making.
• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned professional with a combination of education, experience and industry knowledge.

$92,400.00 - $171,600.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

04/29/2024

Address:

33 Dundas Street West

Customer Solutions

We are looking for a Director of Product Management to lead our multi-year Customer Identity Access Management (CIAM) modernization program. As one of BMO’s top transformational priorities, the Director will be accountable for delivering the outcomes that will lead to a unified and enhanced customer experience across P&BB and the Enterprise.

The Director is responsible for establishing the broad vision, strategy and guiding the implementation set out in the modernization roadmap. The Director will work across functions, bringing together stakeholders to integrate technology across multiple channels, business groups, geographies and customer segments and ensure alignment with business goals. The Director will provide product, process, and technical expertise, including:

• CIAM concepts, including the ‘next generation’ of solutions
• Authentication and authorization
• Security standards (e.g., oAuth)
• Digital fraud prevention
• Business strategy
• Technical delivery concepts, including Agile and Kanban

The ideal candidate must demonstrate an ownership mentality, intellectual curiosity, a strong desire for continuous improvement, and a passion for empowering and leading others,

• Identifies the overall goal of a product(s), drives engagement of stakeholders and leads the adoption of product.
• Drives the overall customer experience definition and prioritization that enables a focus on what matters most to our customers.
• Ensures product management and development teams are producing in parallel, and are working together effectively and efficiently.
• Builds and sustains high performing cross-functional teams; Monitors and tracks performance, and addresses any issues.
• Addresses blockers related to adoption and correct usage of the product- including communications, documentation and training.
• Plans & manages the budget, timeline, and tactical components, throughout the product lifecycle.
• Identifies and analyzes market trends to update and improve product usability
• Ensures that a new product in development, or a new feature of an existing product is proven to be desirable, viable and functional.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Product Management and Development.
• Technology Business Requirements. Definition, Analysis and Mapping.
• Marketing Analysis.
• Creative thinking.
• Process Improvement and optimization.
• Business Strategy.
• Research and information synthesis.
• Business Operations.
• Financial & Risk Management.
• Learning Agility.
• Customer centricity.
• Complex Problem Solving.
• Verbal & written communication skills.
• Analytical and problem solving skills.
• Influence skills.
• Collaboration & team skills; with a focus on cross-group collaboration.
• Able to manage ambiguity.
• Data driven decision making.

• Typically 9+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation

 

$113,900.00 - $211,800.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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.

03/24/2024

Address:

90 Collier Street

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• 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 relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• 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.

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.

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.

03/24/2024

Address:

859 Fort William Road

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• 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 relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• 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.

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.

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.