Large

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. 

Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.

Finance

Banking & Finance

You should have 1-2 years in administrative support, be a motivated student, possess good communication, organization, collaboration, and analytical skills. Basic specialized knowledge is a plus.

You will manage calendars, coordinate meetings and events, process invoices, handle communications, maintain filing systems, organize training, and monitor expenses to support efficient operations.

People, HR & Administration

Business, Operations & Strategy

Ottawa

1600 Carling Avenue Ottawa Ontario,K1Z 1B4 
<div>
 <div>
 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
 </div>
 
 <div>
 Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO Academy corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.
 </div>
 
 <div>
 Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting &amp; Early Talent.
 </div>
 
 <div>
 Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at https://jobs.bmo.com/ca/en/new-grad
 </div>
 
 <div>
 To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.
 </div>
 Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.
 
 <ul>
 <li>Leads or participates in planning, coordinating and implementing department events.</li>
 <li>Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.</li>
 <li>Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.</li>
 <li>Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.</li>
 <li>Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies &amp; procedures).</li>
 <li>Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.</li>
 <li>Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements</li>
 <li>Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.</li>
 <li>Makes travel arrangements, booking flight/hotel reservations as needed.</li>
 <li>Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.</li>
 <li>Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.</li>
 <li>Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.</li>
 <li>Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).</li>
 <li>Collaborates with internal and external stakeholders in order to deliver on business objectives.</li>
 <li>Organizes work information to ensure accuracy and completeness.</li>
 <li>Completes complex &amp; diverse tasks within given rules/limits.</li>
 <li>Analyzes issues and determines next steps; escalates as required.</li>
 <li>Broader work or accountabilities may be assigned as needed.</li>
 </ul>
 
 Qualifications:
 <ul>
 <li>Typically between 1 – 2 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.</li>
 <li>Basic specialized knowledge.</li>
 <li>Verbal &amp; written communication skills - Good.</li>
 <li>Organization skills - Good.</li>
 <li>Collaboration &amp; team skills - Good.</li>
 <li>Analytical and problem solving skills - Good.</li>
 </ul>
 Salary:
 $32,700.00 - $48,600.00
 Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

1600 Carling Avenue Ottawa Ontario,K1Z 1B4 

 
  As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
 
 
 
   Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO Academy corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.
 
 
 
   Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent.
 
 
 
   Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at https://jobs.bmo.com/ca/en/new-grad
 
 
 
   To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.
 
 Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.
 
 
  Leads or participates in planning, coordinating and implementing department events.
  Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.
  Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
  Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
  Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
  Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
  Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
  Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
  Makes travel arrangements, booking flight/hotel reservations as needed.
  Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
  Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
  Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
  Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
  Collaborates with internal and external stakeholders in order to deliver on business objectives.
  Organizes work information to ensure accuracy and completeness.
  Completes complex & diverse tasks within given rules/limits.
  Analyzes issues and determines next steps; escalates as required.
  Broader work or accountabilities may be assigned as needed.
 
 
  Qualifications:
 
  Typically between 1 – 2 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.
  Basic specialized knowledge.
  Verbal & written communication skills - Good.
  Organization skills - Good.
  Collaboration & team skills - Good.
  Analytical and problem solving skills - Good.
 
 Salary:
 $32,700.00 - $48,600.00
  Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


Private Wealth Administrative Assistant, Winter 2025 (Co-op/Internship) - 4 Months - BMO

BMO Financial Group

Private Wealth Administrative Assistant, Winter 2025 (Co-op/Internship) - 4 Months

You must be pursuing a relevant degree, have a cGPA of 3.4+, demonstrate leadership, possess strong analytical and interpersonal skills, and show resilience and integrity in team settings.

You will perform valuation analyses, complex financial modeling, industry research, develop client presentations, write marketing memoranda, and support client relationships and business development.

Accounting & Tax

Toronto

100 King Street West Toronto Ontario,M5X 1A1 
<div>
 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and will work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.
 Upon joining BMO, analysts will start their careers with us by completing BMO Capital Markets Global Orientation and our Global Investment Banking Training and Development Program which begins in July 2025. The program is designed to help you make the transition from theory to practice. Training includes core investment banking skills, such as: accounting, valuation and modeling, and pitch book development. This training is delivered by leading industry professionals. You will also complete BMO specific training to learn about our strategy, culture and have plenty of opportunities to socialize with your peers and network with senior management and other internal contacts.
 Our goal is to hire young professionals with a desire to have a financial services career at BMO, providing them with continued training and professional development throughout their career at the firm.
 
 Responsibilities:
 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries. You will also work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts play a critical role in the transaction team, with responsibilities such as:
 <ul>
 <li>Running valuation analyses</li>
 <li>Performing complex financial modeling</li>
 <li>Conducting industry and company research and analysis</li>
 <li>Developing client presentations</li>
 <li>Writing internal and external marketing memoranda</li>
 <li>Performing other tasks supporting client relationships and business development</li>
 </ul>
 This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment and corporate banking.
 
 Qualifications:
 BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:
 <ul>
 <li>Enrolled in an undergraduate degree program, graduating in December 2024 or Spring 2025</li>
 <li>An undergraduate degree in finance, math, accounting, engineering, economics, statistics</li>
 <li>A minimum cGPA of 3.4/4.0</li>
 <li>Outstanding academic achievement, leadership experience and peer recognition</li>
 <li>Demonstrated leadership attributes in work, school, or community</li>
 <li>Excellent analytical skills in business, financial and credit analysis areas</li>
 <li>Strong interpersonal skills used within a demanding team environment</li>
 <li>Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner</li>
 <li>Demonstrated proactivity, resiliency, and an unfailingly positive attitude</li>
 <li>Excellent capacity to independently function as part of a team through self-motivation</li>
 <li>Strong work ethic and a high level of integrity</li>
 </ul>
 
 How to apply:
 Please ensure the following items are submitted in your application:
 1. Cover Letter (optional)
 2. Resume
 3. Transcript
 
 Please note the salary for this specific position is $100,000.
 Salary:
 
 Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

100 King Street West Toronto Ontario,M5X 1A1 

 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and will work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.
 Upon joining BMO, analysts will start their careers with us by completing BMO Capital Markets Global Orientation and our Global Investment Banking Training and Development Program which begins in July 2025. The program is designed to help you make the transition from theory to practice. Training includes core investment banking skills, such as: accounting, valuation and modeling, and pitch book development. This training is delivered by leading industry professionals. You will also complete BMO specific training to learn about our strategy, culture and have plenty of opportunities to socialize with your peers and network with senior management and other internal contacts.
 Our goal is to hire young professionals with a desire to have a financial services career at BMO, providing them with continued training and professional development throughout their career at the firm.
 
  Responsibilities:
 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries. You will also work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts play a critical role in the transaction team, with responsibilities such as:
 
  Running valuation analyses
  Performing complex financial modeling
  Conducting industry and company research and analysis
  Developing client presentations
  Writing internal and external marketing memoranda
  Performing other tasks supporting client relationships and business development
 
 This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment and corporate banking.
 
  Qualifications:
 BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:
 
  Enrolled in an undergraduate degree program, graduating in December 2024 or Spring 2025
  An undergraduate degree in finance, math, accounting, engineering, economics, statistics
  A minimum cGPA of 3.4/4.0
  Outstanding academic achievement, leadership experience and peer recognition
  Demonstrated leadership attributes in work, school, or community
  Excellent analytical skills in business, financial and credit analysis areas
  Strong interpersonal skills used within a demanding team environment
  Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
  Demonstrated proactivity, resiliency, and an unfailingly positive attitude
  Excellent capacity to independently function as part of a team through self-motivation
  Strong work ethic and a high level of integrity
 
 
  How to apply:
 Please ensure the following items are submitted in your application:
 1. Cover Letter (optional)
 2. Resume
 3. Transcript
 
 Please note the salary for this specific position is $100,000.
 Salary:
 
  Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


New Grad 2025 Investment Banking Analyst, Toronto - BMO

New Grad 2025 Investment Banking Analyst, Toronto

You must be a December 2024/Spring 2025 grad with a 3.4+ GPA in finance, math, or related fields; show leadership, analytical skills, and interest in Metals and Mining.

You will run valuations, perform financial modeling, conduct research, develop presentations, write memoranda, and support client relationships and business development.

100 King Street West Toronto Ontario,M5X 1A1 
<div>
 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and will work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.
 Upon joining BMO, analysts will start their careers with us by completing BMO Capital Markets Global Orientation and our Global Investment Banking Training and Development Program which begins in July 2025. The program is designed to help you make the transition from theory to practice. Training includes core investment banking skills, such as: accounting, valuation and modeling, and pitch book development. This training is delivered by leading industry professionals. You will also complete BMO specific training to learn about our strategy, culture and have plenty of opportunities to socialize with your peers and network with senior management and other internal contacts.
 Our goal is to hire young professionals with a desire to have a financial services career at BMO, providing them with continued training and professional development throughout their career at the firm.
 
 Responsibilities:
 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries. You will also work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts play a critical role in the transaction team, with responsibilities such as:
 <ul>
 <li>Running valuation analyses</li>
 <li>Performing complex financial modeling</li>
 <li>Conducting industry and company research and analysis</li>
 <li>Developing client presentations</li>
 <li>Writing internal and external marketing memoranda</li>
 <li>Performing other tasks supporting client relationships and business development</li>
 </ul>
 
 This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment and corporate banking. An interest in Metals and Mining is strongly preferred.
 
 Qualifications:
 BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:
 <ul>
 <li>Enrolled in an undergraduate degree program, graduating in December 2024 or Spring 2025</li>
 <li>An undergraduate degree in finance, math, accounting, engineering, economics, statistics</li>
 <li>A minimum cGPA of 3.4/4.0</li>
 <li>Outstanding academic achievement, leadership experience and peer recognition</li>
 <li>Demonstrated leadership attributes in work, school, or community</li>
 <li>Excellent analytical skills in business, financial and credit analysis areas</li>
 <li>Strong interpersonal skills used within a demanding team environment</li>
 <li>Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner</li>
 <li>Demonstrated proactivity, resiliency, and an unfailingly positive attitude</li>
 <li>Excellent capacity to independently function as part of a team through self-motivation</li>
 <li>Strong work ethic and a high level of integrity</li>
 <li>An interest in Metals and Mining strongly preferred</li>
 </ul>
 
 How to apply:
 For your application to be eligible for consideration, you must apply through the BMO application link.
 Please ensure the following items are submitted in your application:
 1. Cover Letter (optional)
 2. Resume
 3. Transcript
 
 Please note the salary for this specific position is $100,000.
 Salary:
 
 Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

100 King Street West Toronto Ontario,M5X 1A1 

 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries and will work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory.
 Upon joining BMO, analysts will start their careers with us by completing BMO Capital Markets Global Orientation and our Global Investment Banking Training and Development Program which begins in July 2025. The program is designed to help you make the transition from theory to practice. Training includes core investment banking skills, such as: accounting, valuation and modeling, and pitch book development. This training is delivered by leading industry professionals. You will also complete BMO specific training to learn about our strategy, culture and have plenty of opportunities to socialize with your peers and network with senior management and other internal contacts.
 Our goal is to hire young professionals with a desire to have a financial services career at BMO, providing them with continued training and professional development throughout their career at the firm.
 
  Responsibilities:
 As an Investment Banking Analyst at BMO Capital Markets, you will gain valuable exposure to a wide number of industries. You will also work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Analysts play a critical role in the transaction team, with responsibilities such as:
 
  Running valuation analyses
  Performing complex financial modeling
  Conducting industry and company research and analysis
  Developing client presentations
  Writing internal and external marketing memoranda
  Performing other tasks supporting client relationships and business development
 
 
 This position is ideally suited to talented, highly motivated individuals who seek to build a solid, comprehensive foundation in the basic skills of investment and corporate banking. An interest in Metals and Mining is strongly preferred.
 
  Qualifications:
 BMO Capital Markets offers a practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious and mature individuals:
 
  Enrolled in an undergraduate degree program, graduating in December 2024 or Spring 2025
  An undergraduate degree in finance, math, accounting, engineering, economics, statistics
  A minimum cGPA of 3.4/4.0
  Outstanding academic achievement, leadership experience and peer recognition
  Demonstrated leadership attributes in work, school, or community
  Excellent analytical skills in business, financial and credit analysis areas
  Strong interpersonal skills used within a demanding team environment
  Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner
  Demonstrated proactivity, resiliency, and an unfailingly positive attitude
  Excellent capacity to independently function as part of a team through self-motivation
  Strong work ethic and a high level of integrity
  An interest in Metals and Mining strongly preferred
 
 
  How to apply:
 For your application to be eligible for consideration, you must apply through the BMO application link.
 Please ensure the following items are submitted in your application:
 1. Cover Letter (optional)
 2. Resume
 3. Transcript
 
 Please note the salary for this specific position is $100,000.
 Salary:
 
  Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


New Grad 2025 Investment Banking Analyst, Metals & Mining - BMO

New Grad 2025 Investment Banking Analyst, Metals & Mining

You should be a motivated student in an actuarial program, with 3-4 exams completed and strong communication, collaboration, analytical, and influence skills.

You will execute calculations, analyze data for reporting, support strategic initiatives, build stakeholder relationships, review actuarial outputs, and propose creative solutions to problems.

Data

60 Yonge Street Toronto Ontario,M5E 1H5 
<div>
 <div>
 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
 </div>
 
 <div>
 Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO Academy corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.
 </div>
 
 <div>
 Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting &amp; Early Talent.
 </div>
 
 <div>
 Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at https://jobs.bmo.com/ca/en/new-grad
 </div>
 
 <div>
 To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.
 </div>
 Executes the calculations and analysis required for regulatory and management reporting and provides support to the actuarial production of work. Extracts and compiles actuarial data to ensure that the investment and risk portfolio conforms to prescribed guidelines.
 <ul>
 <li>Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li>
 <li>Builds effective relationships with internal/external stakeholders.</li>
 <li>Ensures alignment between stakeholders.</li>
 <li>Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li>
 <li>Assists with the calculations required for the opinion on the various Appointed Actuary legal responsibilities.</li>
 <li>Checks and reviews various outputs from models used as the basis for the Appointed Actuary’s opinion. Opinions are required for the value of actuarial liabilities held on the Balance Sheet, annual opinion on the ongoing solvency of BMO Insurance (DCAT Reports), quarterly regulatory capital calculations, and annual Participating Policyholder Bonus recommendations. All opinions are under detailed scrutiny by OSFI, BMO Insurance Boards of Directors, internal and external auditors.</li>
 <li>Reviews and analyzes actuarial issues for presentation to the Appointed Actuary for signoff. Includes review of new product initiatives, review of economic capital calculations, review of financial business plans and additional actuarial support for risk, legal, policyholder services and other areas.</li>
 <li>Focus may be on a business/group.</li>
 <li>Thinks creatively and proposes new solutions.</li>
 <li>Exercises judgment to identify, diagnose, and solve problems within given rules.</li>
 <li>Works mostly independently.</li>
 <li>Broader work or accountabilities may be assigned as needed. Qualifications:</li>
 <li>Typically between 1 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.</li>
 <li>Enrolled in the actuarial program and completed 3 to 4 exams.</li>
 <li>Specialized knowledge from education and/or business experience.</li>
 <li>Verbal &amp; written communication skills - In-depth.</li>
 <li>Collaboration &amp; team skills - In-depth.</li>
 <li>Analytical and problem solving skills - In-depth.</li>
 <li>Influence skills - In-depth.</li>
 </ul>
 Salary:
 $49,000.00 - $90,800.00
 Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

60 Yonge Street Toronto Ontario,M5E 1H5 

 
  As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.
 
 
 
   Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO Academy corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.
 
 
 
   Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent.
 
 
 
   Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at https://jobs.bmo.com/ca/en/new-grad
 
 
 
   To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.
 
 Executes the calculations and analysis required for regulatory and management reporting and provides support to the actuarial production of work. Extracts and compiles actuarial data to ensure that the investment and risk portfolio conforms to prescribed guidelines.
 
  Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  Builds effective relationships with internal/external stakeholders.
  Ensures alignment between stakeholders.
  Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  Assists with the calculations required for the opinion on the various Appointed Actuary legal responsibilities.
  Checks and reviews various outputs from models used as the basis for the Appointed Actuary’s opinion. Opinions are required for the value of actuarial liabilities held on the Balance Sheet, annual opinion on the ongoing solvency of BMO Insurance (DCAT Reports), quarterly regulatory capital calculations, and annual Participating Policyholder Bonus recommendations. All opinions are under detailed scrutiny by OSFI, BMO Insurance Boards of Directors, internal and external auditors.
  Reviews and analyzes actuarial issues for presentation to the Appointed Actuary for signoff. Includes review of new product initiatives, review of economic capital calculations, review of financial business plans and additional actuarial support for risk, legal, policyholder services and other areas.
  Focus may be on a business/group.
  Thinks creatively and proposes new solutions.
  Exercises judgment to identify, diagnose, and solve problems within given rules.
  Works mostly independently.
  Broader work or accountabilities may be assigned as needed. Qualifications:
  Typically between 1 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.
  Enrolled in the actuarial program and completed 3 to 4 exams.
  Specialized knowledge from education and/or business experience.
  Verbal & written communication skills - In-depth.
  Collaboration & team skills - In-depth.
  Analytical and problem solving skills - In-depth.
  Influence skills - In-depth.
 
 Salary:
 $49,000.00 - $90,800.00
  Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


Actuarial Analyst, Valuation, Winter 2025 (Co-op/Internship) - 4 Months - BMO

Actuarial Analyst, Valuation, Winter 2025 (Co-op/Internship) - 4 Months

You need a CPA, 5-9 years of experience with HNW/UHNW clients, proficiency in Mandarin/Cantonese, strong analytical and communication skills, and knowledge of wealth planning strategies.

You will provide tailored wealth and tax planning advice to high-net-worth clients, collaborate with teams, develop complex financial plans, and stay updated on industry trends and regulations.

Consulting

Markham

3985 Highway 7 East Markham Ontario,L3R 2A2 
<div>
 Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Completion of the Chartered Professional Associate (CPA) designation is required. Mandarin/Cantonese language skills are an asset. 
 <ul>
 <li>Provides customized advice and specialized planning services to HNW/UHNW client segments.</li>
 <li>Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.</li>
 <li>Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.</li>
 <li>Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions.</li>
 <li>Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.</li>
 <li>Leverages financial analysis in the development of detailed and complex financial plans.</li>
 <li>Consults with clients and their external advisors on complex issues, as required.</li>
 <li>Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.</li>
 <li>Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.</li>
 <li>Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.</li>
 <li>Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business.</li>
 <li>May network with industry contacts to gain competitive insights and best practices.</li>
 <li>Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.</li>
 <li>Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.</li>
 <li>Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.</li>
 <li>Implements changes in response to shifting trends.</li>
 <li>Broader work or accountabilities may be assigned as needed. Qualifications:</li>
 <li>Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.</li>
 <li>Post-graduate degree is desirable.</li>
 <li>Relevant professional designation is considered an asset.</li>
 <li>Experience dealing with HNW/UHNW clients.</li>
 <li>Proven track record in developing and growing a profitable financial or related client services business.</li>
 <li>Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.</li>
 <li>Broad knowledge of financial institutions, services and products.</li>
 <li>Broad knowledge of investment management principles, economics and financial markets.</li>
 <li>Seasoned professional with a combination of education, experience and industry knowledge.</li>
 <li> Completion of Chartered Professional Associate (CPA)</li>
 <li> Mandarin/Cantonese language skills</li>
 <li>Verbal &amp; written communication skills - In-depth / Expert.</li>
 <li>Analytical and problem solving skills - In-depth / Expert.</li>
 <li>Influence skills - In-depth / Expert.</li>
 <li>Collaboration &amp; team skills; with a focus on cross-group collaboration - In-depth / Expert.</li>
 <li>Able to manage ambiguity.</li>
 <li>Data driven decision making - In-depth / Expert.</li>
 </ul>
 Salary:
 $78,400.00 - $145,600.00
 Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

3985 Highway 7 East Markham Ontario,L3R 2A2 

 Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. Completion of the Chartered Professional Associate (CPA) designation is required. Mandarin/Cantonese language skills are an asset. 
 
  Provides customized advice and specialized planning services to HNW/UHNW client segments.
  Facilitates/participates in goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge management within business/group.
  Demonstrates a consultative and collaborative value-added approach in client conversations, acting as a member of a client strategy team to facilitate the desired client experience.
  Applies well-developed consultative sales and wealth planning priniples, practices and techniques in client interactions.
  Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to clients.
  Leverages financial analysis in the development of detailed and complex financial plans.
  Consults with clients and their external advisors on complex issues, as required.
  Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.
  Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.
  Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.
  Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business.
  May network with industry contacts to gain competitive insights and best practices.
  Protects the Bank’s assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
  Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  Implements changes in response to shifting trends.
  Broader work or accountabilities may be assigned as needed. Qualifications:
  Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
  Post-graduate degree is desirable.
  Relevant professional designation is considered an asset.
  Experience dealing with HNW/UHNW clients.
  Proven track record in developing and growing a profitable financial or related client services business.
  Extensive knowledge and technical proficiency related to wealth planning strategies, issues and trends.
  Broad knowledge of financial institutions, services and products.
  Broad knowledge of investment management principles, economics and financial markets.
  Seasoned professional with a combination of education, experience and industry knowledge.
   Completion of Chartered Professional Associate (CPA)
   Mandarin/Cantonese language skills
  Verbal & written communication skills - In-depth / Expert.
  Analytical and problem solving skills - In-depth / Expert.
  Influence skills - In-depth / Expert.
  Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
  Able to manage ambiguity.
  Data driven decision making - In-depth / Expert.
 
 Salary:
 $78,400.00 - $145,600.00
  Pay Type:
 Salaried
 The above represents BMO Financial Group’s pay range and type.
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 We’re here to help
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
 To find out more visit us at https://jobs.bmo.com/ca/en
 BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.


BMO

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