BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30 locations around the world, including 20 offices in North America, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025.

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.

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

Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.

Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.

Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.

Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.

Identifies key market segments and leverages industry trends to drive business growth and expand the client base.

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

Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.

Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.

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 optimise client satisfaction.

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

Identifies share of wallet opportunities.

Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.

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

Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.

Provides specialised consulting, analytical and technical support.

Exercises judgement to identify, diagnose, and solve problems within given rules.

Works independently and regularly handles non‑routine situations.





Broader work or accountabilities may be assigned as needed.

Qualifications

7+ 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; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.

If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.

Deep knowledge and technical proficiency gained through extensive education and business experience.

Advanced level of proficiency

Product Knowledge

Regulatory Compliance

Structuring Deals

Portfolio Management

Credit Risk Assessment

Project Management

Customer Service

Problem Solving

Negotiation

Customer Relationship Building

Expert level of proficiency

Financial Analysis

About The Role
We are seeking a talented and experienced Data Scientist to join our Data Cognition Team at BMO Capital Markets. As a Data Scientist, you will be responsible for developing and implementing advanced analytics and machine learning models to support algorithmic trading strategies, and drive business decisions in the front office, Investment Banking, and Corporate Banking. You will collaborate closely with business teams and other stakeholders to understand their data needs and provide insights that improve trading performance and profitability.

Our Team
The Data Cognition Team (DCT) at BMO Capital Markets delivers a scalable, customizable, and sustainable suite of AI‑enabled products for multiple business units. Leveraging cutting‑edge data and analytics technologies, we solve complex business challenges and drive strategic transformation across Investment Banking, Global Markets, and other divisions.

Key Responsibilities

Develop and implement advanced analytics and machine learning models using techniques such as Generative AI, Deep Learning, and Reinforcement Learning.

Build predictive models for algorithmic trading across asset classes including Equities, Fixed Income, Commodities, and Foreign Exchange.

Collaborate with trading desks, investment banking teams, and corporate banking stakeholders to identify opportunities and optimise strategies.

Research and experiment with new machine learning techniques, including time series analysis, to improve trading performance and profitability.

Design and maintain reproducible machine learning pipelines for production environments.

Analyse large datasets to extract insights and support strategic decision‑making.

Communicate complex technical concepts to non‑technical stakeholders and present findings to senior management.

Visualise complex data clearly and concisely for business consumption.

Qualifications

Ph.D. in Computer Science, Mathematics, Physics, or a related quantitative field (focus on finance, economics,



or operations research preferred).

Minimum 3 years of experience in data science or machine learning; experience in capital markets is a strong asset.

Proficiency in statistical modelling, time series analysis, and machine learning frameworks.

Strong programming skills (Python preferred) and experience with cloud technologies.

Familiarity with financial tools such as Bloomberg, FactSet, and Thomson Reuters is a plus.

Excellent problem‑solving skills and ability to formulate hypotheses and learn from data.

Strong communication skills for effective collaboration with technical and business stakeholders.

Team‑oriented, adaptable, and detail‑focused with a results‑driven mindset.

Nice to Have

Experience with Generative AI and advanced ML techniques.

Knowledge of investment banking concepts, trading strategies, and financial data formats.

Familiarity with MLOps tools and practices for model deployment and monitoring.

What We Offer
Join our dynamic team at BMO Capital Markets and contribute to solving complex challenges in investment banking and global markets using innovative technologies. We offer opportunities for professional growth, access to cutting‑edge tools, and the chance to make a significant impact on critical business operations.

Salary
Base Salary: $120,000-$150,000 CAD

(subject to negotiation and subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

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.

Benefits

health insurance

tuition reimbursement

accident and life insurance

retirement savings plans

To view more details of our advantages, 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 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.

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.

To find out more visit us at https://jobs.bmo.com/ca/en

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📌 Senior Relationship Manager (Ontario)
🏢 BMO
📍 Ontario