Please note the base salary for this role is $135,000 CAD. Collaborates to generate creative, client-focused solutions to prospective and current clients. Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.

Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. Reviews and continually monitors performance of existing accounts and client relationships. Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations).

Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). Provides feedback on, and supports continuous improvement opportunities.

Integrates information from multiple sources to enable more effective processes, enhanced analysis and/or streamlined reporting. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. 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 between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.



~ An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement. ~ MBA degree preferred. ~3+ years of investment banking or valuation experience at a financial analyst level. ~ Knowledge of capital markets, investment banking products and applicable regulations. ~ Credit analysis experience/ understanding. ~ Good knowledge of the organizational portfolio management policies and objectives. ~ Demonstrates solid deal/transaction execution and/or project management skills. ~ Exceptional skills in quantitative analytics, financial modeling and credit analysis skills. ~ Expertise in financial computer applications and database management tools. ~ Technical proficiency gained through education and/or business experience. ~ Data driven decision making - In-depth. 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. It calls on us to create lasting, positive change for our customers, our communities and our people. 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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

📌 Investment Banking Associate, Technology (Toronto)
🏢 BMO
📍 Toronto