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. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.

Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability.

Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. 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. Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. 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 optimize client satisfaction. 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. 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.

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. 10+ years of relevant experience in Relationship Management,



Account Management or Portfolio Management in a corporate or similar segmented banking setting 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. ~ Project Management Change Management People Management Regulatory Compliance Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Customer Relationship Building 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.

📌 Managing Director, Corporate Finance Group (Winnipeg)
🏢 BMO
📍 Winnipeg