BMO Financial Group
Overview
Application Deadline: 10/30/2025 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Manages the retention and expansion of client relationships through a contact strategy and ongoing review of the client’s banking needs. Coordinates client relationship management with the lead relationship manager for the assigned portfolio. Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience. Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Builds effective relationships with internal/external stakeholders and ensures alignment between stakeholders. Breaks down strategic problems, analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues; ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services; negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations; applies financial planning skills and concepts against each client’s personal and financial situation. Acts as an ambassador to enhance BMO’s reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge of banking products, processes, and relevant legal, regulatory and technology requirements; ensures lending and non-lending decisions and prospecting activities are adequately documented and responsive to audits. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed per guidelines; documents and follows up on discrepancies and escalates as needed. Performs sales and service support activities to meet client needs and maintain overall service levels; develops rapport and credibility with clients. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules; works independently on a range of complex tasks, including unique situations. Qualifications
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. Basic knowledge of Personal and Commercial credit and non-credit products. Working sales and client service skills; working business development skills with successful track record; in-depth relationship management skills; able to work independently, resolving complex or ambiguous issues or situations; technical proficiency gained through education and/or business experience; verbal & written communication skills; collaboration & team skills; analytical and problem solving skills; influence skills; data driven decision making. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act. This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary
Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us 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’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 http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. 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.
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Application Deadline: 10/30/2025 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Manages the retention and expansion of client relationships through a contact strategy and ongoing review of the client’s banking needs. Coordinates client relationship management with the lead relationship manager for the assigned portfolio. Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience. Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Builds effective relationships with internal/external stakeholders and ensures alignment between stakeholders. Breaks down strategic problems, analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues; ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services; negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations; applies financial planning skills and concepts against each client’s personal and financial situation. Acts as an ambassador to enhance BMO’s reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge of banking products, processes, and relevant legal, regulatory and technology requirements; ensures lending and non-lending decisions and prospecting activities are adequately documented and responsive to audits. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed per guidelines; documents and follows up on discrepancies and escalates as needed. Performs sales and service support activities to meet client needs and maintain overall service levels; develops rapport and credibility with clients. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules; works independently on a range of complex tasks, including unique situations. Qualifications
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. Basic knowledge of Personal and Commercial credit and non-credit products. Working sales and client service skills; working business development skills with successful track record; in-depth relationship management skills; able to work independently, resolving complex or ambiguous issues or situations; technical proficiency gained through education and/or business experience; verbal & written communication skills; collaboration & team skills; analytical and problem solving skills; influence skills; data driven decision making. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act. This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary
Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us 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’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 http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. 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.
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