Job Family Group: Commercial Sales & Service Corporate Finance Team Overview: The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance. The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.

Job Overview The Managing Director, Senior Relationship Manager is an individual contributor who manages a diversified commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains solid client relationships. They facilitate growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.). 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. Manages high-value client portfolios, driving cross-selling, retention, and profitability.

Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. 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.

Streamlines operational processes, identifying areas for improvement and implementing best practices. Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals,



enhance team performance, and drive client satisfaction. 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. Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.

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.

Qualifications: 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor’s degree required, Master’s degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.

If a Credit Qualifiable job,



Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Technical leader viewed as a thought leader for innovation. Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Change Management Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary: $120,000.00 - $215,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type.

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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Managing Director, Commercial Banking (Corporate Finance Group) (Vancouver)
🏢 BMO
📍 Vancouver