Application Deadline: 09/03/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

Ensures alignment between values and behaviour that fosters diversity and inclusion. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Manages the preparation of new lending proposals or presentations to clients/prospects.

Ensures new business meets policy and procedures requirements for profitability and risk management. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Provides day to day technical support and management of accounts for team members and customers.

Supports the sales process and client experience, identifying gaps, issues and best practices. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. 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. May network with industry contacts to gain competitive insights and best practices. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

Partners with the leadership team on strategic direction and complex line-of-business projects. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.

Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyzes data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution,



evaluation and sustainment of initiatives. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines.

May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank’s philosophy and principles outlined in corporate risk policy and supporting policies and procedures.

Identifies and escalates irregularities and discrepancies to management as per guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.

Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Implements changes in response to shifting trends. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.





Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

In-depth / expert knowledge of risk management concepts.

Expert communication and relationship management skills.

Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets.

Able to manage ambiguity.

Data driven decision making - In-depth / Expert.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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.

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.

We’ll support you with the tools and resources you need to reach current 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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Regional Manager, Commercial Banking (Calgary)
🏢 Bank of Montreal
📍 Calgary