Global Team Overview: The selected candidate will join the Financial Services Group, part of Advisory Solutions within BMO Commercial Bank, Canada. The Group focuses on management and origination of banking relationships within the Financial Services sector, with a focus on senior debt financing opportunities with alternative lenders or long-term lessors as well as full banking relationships with select financial services firms and FinTechs. It assesses financing opportunities representing $10MM or more, both on a syndicated and bilateral basis, for both private and public companies in Canada. The Group is based in Toronto and has national coverage in the sector. Job Overview The Associate will join the FSG team that is responsible for loan origination and account management of a growing portfolio of clients. The Associate will support account management in making approval recommendations as well as ongoing proactive independent monitoring of client portfolios and client financial performance. In addition, as part of an ongoing team approach, the Associate will work closely with various Corporate Finance representatives to best serve and manage our existing client relationships as well as grow the portfolio. The Associate will prepare credit packages to make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of recent and existing clients. Job Description Analyze financial information, agencies rating reports and other related materials. Prepare transaction summaries, industry overviews and analyze companies from different industries within the financial services sector.



Provide accurate financial analysis and risk assessment of new and existing customers. Monitor covenants and borrowing base certificates of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement. Analyze credit information to support lending decisions for new, renewal and extension of loans, as well as to offer opinions regarding credit worthiness of existing or prospective clients. Assist in negotiations of terms and conditions of loan agreements. Help minimize BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Build relationships with internal/external stakeholders. Execute broader work or accountabilities depending on business needs. Qualifications Master or MBA degree (finance / accounting, economics or related field) with a strong academic achievement or an undergraduate degree with 1-3 years of relevant experience. A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset. Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis. Strong computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint).



Excellent verbal & written communication skills. Strong organizational and collaboration skills with the ability to prioritise work and manage multiple tasks while meeting time sensitive deadlines. Salary $69,000.00 - $129,000.00 Pay Type Salaried 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 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 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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: #J-18808-Ljbffr

📌 Associate - $69,000 - $129,000 A Year (Toronto)
🏢 BMO Commercial Bank
📍 Toronto