Director, Corporate Finance

BMO U.S.

Director of Corporate Finance facilitating growth for the Bank by managing key client relationships and leading complex deal structures. Driving cross-selling initiatives to enhance profitability and retention.

Posted 6/13/2026full-timeKelowna • 🇨🇦 CanadaLead💰 CA$81,700 - CA$152,000 per yearWebsite

About the role

Key responsibilities & impact

Facilitates growth for the Bank through business development and management of key client relationships
Maintains a record of significant revenue generation from sales and syndications
Acts as an escalation point for complex client issues using strategic problem-solving
Leads the structuring of high-value, complex deals and credit approvals
Oversees credit approvals and drives pricing coordination
Drives negotiations for high-value, complex transactions and credit approvals
Manages high-value client portfolios, driving cross-selling, retention, and profitability
Implements cross-selling initiatives, driving client engagement and transitioning opportunities into revenue-generating sales
Engages with senior leadership and cross-functional teams to align strategies and drive holistic business solutions

Requirements

What you’ll need

10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics preferred
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards if a Credit Qualifiable role
Advanced level of proficiency in Project Management and Change Management
Expert level of proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Customer Service, Stakeholder Management, Negotiation, and Customer Relationship Building

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Relationship ManagementAccount ManagementPortfolio ManagementCredit QualificationsProject ManagementChange ManagementProduct KnowledgeRegulatory ComplianceStructuring DealsCredit Risk Assessment

Soft Skills

Strategic Problem-SolvingNegotiationCustomer ServiceStakeholder ManagementCustomer Relationship Building