BMO Capital Markets is a leading, full-service financial services provider.

We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #The position operates in a fast-paced institutional sales and trading setting where client, market, research, conference, and transaction-related matters require immediate attention. Working hours align with the requirements of the institutional equities business and may begin as early as 7:00 a.m.

Equity

Sales and Trading Business Management Support CRM Management Provides operational support to Institutional Equity Sales and Trading team members. Supports the planning, coordination and execution of analyst marketing, client events, specialty-sector programs. Coordinates internal and external meetings, including scheduling, invitations, room bookings, conference lines, materials and other logistical requirements.

Builds effective working relationships with Sales, Trading, Research, Equity Capital Markets, Investment Banking, Corporate Access, Compliance and other internal and external stakeholders. Prepares, edits and distributes client-facing communications, invitations, agendas, presentations, research materials, procedures, templates and other business communications. Assists with the preparation, formatting and distribution of recurring sales and research communications, including the Morning Note template.

Maintains client and account information in CRM, including contact details, meeting activity, event attendance and other time-sensitive updates,



and tracks related business activity. Provides client-service support as an extension of the sales team by coordinating meetings, distributing approved materials, responding to logistical requests and appropriately escalating inquiries. Maintains organized electronic records, tracking files, templates, checklists and documented procedures so that client, conference, marketing, research and transaction information is accurate and readily available.

Supports employee onboarding and transitions by coordinating system access, distribution lists, equipment, training and other administrative requirements. Coordinates training sessions, including invitations, scheduling, attendance tracking, confirmations and follow-up communications. Maintains knowledge of business systems and applications, including Microsoft Office, CRM, research-distribution, corporate-access, event-management and deal-related tools. 3-5 years of experience in an administrative, operational, client-service or professional support function.

Experience within Financial Services or Capital Markets is an asset. ~ Post-secondary degree or diploma in a related field of study is desirable.



~ Working knowledge of the institutional equities business and the respective functions of Sales, Trading, Research, Equity Capital Markets and Investment Banking is an asset. ~ Proficiency with Microsoft Outlook, Word, PowerPoint, Teams and Excel. ~ Experience with CRM, research-distribution, corporate-access or event-management systems is an asset. ~ The salary range for this role is $100,000 up to $115,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) This job posting is for a current vacancy. 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.

📌 Research Coordinator - Global Markets (Toronto)
🏢 BMO Capital Markets
📍 Toronto