Portfolio management and client growth define this BMO Associate chance within Real Estate Finance, focused on commercial banking relationships across Canada.
You will monitor an assigned portfolio, identify risks and opportunities, and support long-term financial performance with Relationship Managers and business partners. The group works with builders, developers, and real estate investors seeking construction, mortgage, development, and investment property financing.
Key Responsibilities:
- Monitor assigned portfolios and take corrective action when required
- Build and maintain client relationships supporting financial performance
- Identify revenue, cross-selling, and share of wallet opportunities
- Develop business plans for portfolio growth opportunities
- Lead proposals and presentations to capture new business
Requirements:
- Five to seven years of relevant banking or credit experience
- Bachelor’s degree required; business, finance, or accounting preferred
- Portfolio management and credit risk assessment expertise
- Advanced customer service and collaboration proficiency
- Ability to handle non-routine situations independently
Bring portfolio management, client relationship, and credit risk expertise to BMO’s specialized Real Estate Finance team.
📌 Real Estate Portfolio Management Associate (Toronto)
🏢 BMO
📍 Toronto