Commercial Sales & Service The selected candidate will join the Financial Services Group, part of Advisory Solutions within BMO Commercial Bank, Canada. The Group focuses on management and origination of banking relationships within the Financial Services sector, with a focus on senior debt financing opportunities with Non-Bank Financial Institutions as well as full banking relationships with select Financial Services firms and FinTechs. It assesses financing opportunities representing $10MM or more, both on a syndicated and bilateral basis, for both private and public companies in Canada.

The Group is based in Toronto and has national coverage in the sector. The Director will join the Financial Services Group team and will be responsible for: Managing an established portfolio comprised of relationships with increasing credit needs and complex Treasury and Payment Solutions requirements. Deepen relationships with clients that have complex Treasury & Payment Solutions requirements.

Execute on and coordinate a national origination strategy in the sector, specifically for Money Services Businesses, FinTechs and select Virtual Currency businesses. Continue the development and establishment of a comprehensive analysis framework to assess and review current and prospective relationships key operational and reputational risks. Liaise with key stakeholders, SMEs and product partners to help develop and deliver customized products and services to key existing and prospective clients.

Ensuring the required internal control standards, including adherence to audit, regulatory and compliance policies. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals,



market competitors, client needs and business growth opportunities.

Gathers data to advance sale process and completes all required documentation. Tracks implementation requests to keep the process on track with timelines. Provides research and data gathering to facilitate solution to the client’s/prospect’s business and needs.

Networks with industry contacts to gain competitive insights and best practices. Acts as a subject matter expert on the industry and on relevant regulations and policies. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.

Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position. Typically, 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. A CPA, CBV, CFA or other relevant professional designation or advanced/graduate degree, ongoing or completed, is an asset.

Credit





Qualifications and associated credit knowledge and skills according to the established qualification standards. Strong track record of AML and compliance monitoring in a client coverage role Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market’s competitive setting Strong project management skills to help drive internal team outcomes Experience in contact negotiations with both clients and legal counsel Computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint) – In-depth / Expert Data driven decision making - In-depth / Expert. Risk Management - 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.

📌 Interim Project CFO Needed ASAP! (Toronto)
🏢 BMO
📍 Toronto