Application Deadline: 12/02/2025

Address: 100 King Street West

Job Family Group: Commercial Sales & Service

Corporate Finance Team Overview:

The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.

• Manages high-value client portfolios, driving cross-selling, retention, and profitability.

• Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives.

• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals including originate to distribute opportunities.

• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.

• Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives.

• Streamlines operational processes, identifying areas for improvement and implementing best practices.

• Develops communication strategies to influence stakeholders and support organizational change.

• Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction.

• Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.

• Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.

• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.

• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.

• Considers and identifies opportunities for “originate to distribute” and ensures optimal ROE monitoring.

• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.

• 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 an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.

• 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:

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.

• Bachelor’s degree required, Master’s degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.

• Seasoned expert with extensive industry knowledge.

• Technical leader viewed as a thought leader for innovation.

Expert level of proficiency:

• Product Knowledge
• Regulatory Compliance
• Structuring Deals
• Portfolio Management
• Credit Risk Assessment
• Project Management
• Change Management
• Customer Service
• Stakeholder Management
• Negotiation
• Customer Relationship Building
• People Management