Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.

Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client’s banking needs.

Coordinates client relationship management with the lead relationship manager for the assigned portfolio.

Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.

Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

Monitors and tracks performance and addresses any issues.

Ensures high quality of information obtained to support decisions.

Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services.

Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.

Applies financial planning skills and concepts against each client’s personal and financial situation.

Adheres to all policies and procedures, guidelines,



legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.

Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.

responds to questions and resolves issues raised through audits, quality checks and reviews.

Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.

Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.

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.

Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures..

Basic knowledge of Personal and Commercial credit and non-credit products.

Technical proficiency gained through education and/or business experience.

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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

📌 Private Banker, Private Banking (Montreal)
🏢 Bank of Montreal
📍 Montreal