BMO U.S.

Inside Sales

• Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries
• Works closely with partnered wholesaler, maintains consistent and clear communication at all times
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors
• Organizes and arranges regular conference calls and presentations to promote new strategies
• Adheres to all compliance, regulatory, and legal guidelines

Associate, Internal Sales, Intermediary Distribution

Financial Planning and Analysis

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
• Advises customers on wealth and investment strategies and products that meet customer’s objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided
• Provides professional quality sales and service for customer and prospect inquiries, issues and requests
• Probes to understand customer needs and advises them through their unique investment needs
• Achieves sales targets with a focus on relevant investment products
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
• Escalates complex or unresolved customer situations to senior managers as required
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
• Integrates marketing promotions and programs into customer conversations where appropriate
• Maintains the confidentiality of customer and Bank information
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
• Analyzes issues and determines next steps
• Broader work or accountabilities may be assigned as needed
• 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

Investment Specialist

Operations

• Provides support and delivers specific operational processes to ensure timely and accurate settlement of Security, Derivative, Foreign Exchange and Money Market transactions executed globally
• Confirms that activity is accurately recorded in the bank's book of records
• Specific operational processes include pre and post settlement support related to account opening, confirmation, cash management, margin, and collateralization
• Provides support for specialized operations - Asset Servicing, Correspondent Banking Services, and the Wire Payment Operations hub for the bank
• Ensures compliance with all regulatory topics and reporting requirements related to the products and processes it supports
• Gathers and formats data into regular and ad-hoc reports, and dashboards
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
• May function as a problem-solving resource for more junior staff

Senior Associate, Capital Markets Payments and Securities Operations

Program Manager

• Specific accountability to lead de novo program supporting the opening of ~150 new branch locations.
• Leads assigned projects from project initiation to implementation to achieve desired business results.
• Ensures that a successful business outcome is the prime measure of project success including delivering projects on time, within budget, within quality standards and to the satisfaction of the project sponsor.
• Drives to mitigate execution risk to achieve the desired business outcomes.
• Understands the business/group and facilitates communication with other program/project managers and stakeholders efficiently and effectively.
• Directs, manages, and coordinates team members including other project managers, business and technology resources, user groups, internal and external consultants and contractors, as well as vendors and external regulatory organizations.
• Provides strategic input into business decisions as a trusted advisor.
• May network with industry contacts to gain competitive insights and best practices.
• Influences and negotiates to achieve business objectives.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Manages/validates financial forecasts and conducts ongoing reconciliation.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Socializes change management plans with stakeholders and consistently measures project effectiveness and adoption.
• Directs complex initiatives typically involving multiple business units.
• Exercises direct accountability for projects with up to 50 team members.
• Negotiates complex contracts with external vendors (in consultation with Strategic Sourcing) to ensure receipt of specific resources and materials.
• Takes ownership of the project from cradle to grave and ensures all project artifacts are completed.
• Manages overall project budget.
• Provides guidance to the project sponsor on the implementation and sustainment of projects, resulting in successful project outcomes.
• Manages all aspects of the project lifecycle, including business, operational and technology deliverables.
• Ensures all project processes are completed.
• Ensures change management plans are developed, socialized and consistently measured to deliver the expected project benefits and adoption.
• Executes project requirements in governance frameworks focused on risk appetite, regulatory and compliance standards.
• Develops all related project management artifacts, while complying with applicable enterprise standards.
• Monitors and controls project deliverables.
• Makes recommendations and adjustments to the overall project plan to achieve deliverables.
• Provides project sponsor with advice on the viability of the business case (costs, benefits, KPIs, etc.) throughout the project.
• Understands project interdependencies and demonstrates critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outset.
• Demonstrates stakeholder partnership that involves effective communicating with the project sponsor; gains and builds trust and rapport.
• Demonstrates ownership and commitment by holding themselves accountable for the identification and resolution of project problems.
• Leads and/or represents the project in project team meetings, governance forums and inter-department forums.
• Adheres to Bank risk, regulatory and compliance controls.
• 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.

Program Manager, De Novo

Sales

• Provides strategic project management leadership for a line of business (LOB) or function.
• Delivers strategically significant, complex, multi-year projects and programs,
• Builds a strong network and relationships with Executives to lead projects within a budget of $50MM.
• Develops and implements project plans including setting the vision, standards, operational and resource plans.
• Manages a team capable of delivering the required performance.
• Leads strategic initiatives focusing on horizontal alignment across functions to improve productivity, profitability, and customer experience.
• Manages usage of enterprise tools and templates, and develops tools specific to business needs.

Managing Director – PM Performance, Sales Effectiveness

Analyst

• Support commercial lending teams through ongoing credit administration
• Independently track, calculate, and assess covenant compliance and collateral margining
• Apply working knowledge of accounting principles and financial statements
• Demonstrate operational understanding of commercial loan agreements
• Analyze financial information, tax returns, credit bureau reports, and related documentation
• Perform financial calculations accurately while working with limited supervision
• Identify opportunities for improvement and propose solutions

Commercial Portfolio Analyst

Account Manager

• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
• Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
• Executes quality customer review meetings for retention and relationship expansion purposes.
• Actively participates in the community to identify prospects through relationship building efforts and identify centers of influence (e.g. law and accounting firms) and two-way referral relationships.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
• Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
• Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Monitors individual exception reports and takes action to remove exceptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Executes work to deliver timely, accurate, and efficient service.

Senior Premier Relationship Manager

Manager

• Supports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) programs
• Contributes to a strong risk management culture through collaboration with other first line employees
• Ensures alignment between values and behavior that fosters diversity and inclusion
• Attracts, retains, and enables the career development of top talent
• Makes recommendations to senior leaders on strategy and new initiatives
• Prepares and briefs senior leaders on regulatory matters across multiple businesses/groups
• Monitors and advises on management of risk requirements within the defined risk appetite
• Supports the position on regulatory compliance issues by interpreting requirements
• Acts as a subject matter expert in the evaluation, development and implementation of an internal control system

Senior Manager – 1st Line of Defense

Cloud Engineer

• Drive holistic design & patterns for secure cloud application environments, Cloud platform enhancements, application architecture, data services, and cloud service integrations
• Conduct technical audits of existing architectures (Infrastructure, Performance, Developing data security as a function of design, as well as Scalability and more)
• Architect and implement cloud solutions for various application architectures, and programmatic integration of cloud applications, data services, and infrastructure.
• Develop application data architecture models to further enable effective service-oriented delivery
• Review application solution designs for cloud-fit and optimality and automate deployment patterns for reusability.
• Assist LOBs to architect scalable, highly available application solutions that leverage Cloud services.
• Collaborates with other architects, operational/infrastructure and delivery teams to ensure new services align with application & infrastructure roadmaps
• Consult and provide technical guidance to LOBs to refactor their application for the cloud using the 12-factor development practices for cloud-native and microservices oriented application deployment.
• Partner with other stakeholders to drive the creation of Cloud migration & transformation strategy and roadmaps across application, information, business and technology landscapes
• Identify and Analyze Cloud Infrastructure architecture gaps to propose new technologies.
• Establish pilots and POCs for proposed solutions and make recommendations for approvals.
• Document best practices and recommendations and create and maintain templates
• Drive meetings with subject matter experts from all areas of the business including infrastructure, operations, applications, vendors and leads to seek input from and plan/coordinate migrations, resources requirements and timelines.
• Engage with external vendors to review solutions, new capabilities and product, and service offerings

Senior Azure Cloud Architect

Bilingual

• Support customers in the inbound call queue at the BMO Investment Centre
• Deliver wealth and investment-related sales and service to BMO customers
• Onboard new accounts and review customer goals and objectives
• Fulfill sales and service activities in accordance with procedures

Mutual Funds Representative, Bilingual – French, English

• Design, build, and operate Azure cloud infrastructure and shared platform services supporting digital workloads
• Implement and evolve Azure landing zones, subscriptions, networking, identity, and governance aligned with enterprise standards
• Build cloud‑native solutions using Azure PaaS services, containers, and managed platforms
• Ensure platforms meet requirements for scalability, resilience, performance, cost efficiency, and reuse
• Apply DevOps and SRE practices, including CI/CD, monitoring, alerting, and operational readiness

Principal Azure Cloud Engineer

• Play a hands-on engineering role within BMO’s Azure cloud ecosystem
• Design, build, and operate Azure cloud infrastructure and shared platform services supporting digital workloads
• Implement and evolve Azure landing zones, subscriptions, networking, identity, and governance aligned with enterprise standards
• Build cloud-native solutions using Azure PaaS services, containers, and managed platforms
• Ensure platforms meet requirements for scalability, resilience, performance, cost efficiency, and reuse
• Apply DevOps and SRE practices, including CI/CD, monitoring, alerting, and operational readiness
• Enable systems on Azure through secure, standardized platform capabilities
• Design and implement cloud-based architectures for various applications, including API-driven and event-driven patterns
• Support system patterns such and orchestration of workflows
• Contribute to reference architectures and reusable components
• Design and maintain Infrastructure as Code using Bicep, ARM, Terraform, or CDK-based frameworks
• Create reusable, modular deployment patterns that balance self-service with governance
• Automate environment provisioning, configuration, and policy enforcement across environments
• Enable repeatable deployment of AI-ready environments and services
• Apply security-by-design principles across identity, networking, encryption, secrets management, and auditability
• Implement secure service-to-service authentication using managed identities and least-privilege access
• Ensure Azure cloud solutions comply with security, privacy, data governance, and regulatory requirements
• Support architecture reviews, risk assessments, and audits in partnership with security and risk teams
• Design platforms with observability, traceability, and operational controls enabled by default

Senior Azure Cloud Platform Engineer

Compliance

• Supports the implementation, maintenance, and administration of the Compliance Program
• Coordinates compliance monitoring, risk assessments, and control evaluations
• Manages and oversees the complete employee registration lifecycle
• Ensures timely and accurate completion of regulatory filings
• Monitors registration and licensing requirements for covered employees
• Conducts regular reviews of employee registrations
• Oversees continuing education requirements
• Serves as the primary point of contact for employees, managers, HR, and regulators regarding registration inquiries
• Coordinates with internal partners to determine appropriate registration categories
• Tracks regulatory changes related to registrations
• Prepares and maintains documentation related to registration audits, exams, and regulatory reviews
• Builds effective professional relationships with business line, other internal/external stakeholders and regulators
• Conducts and/or effectively challenges risk assessments for business/group
• Performs and/or effectively challenges monitoring and testing activities
• Analyzes and reports compliance information to Compliance and business/group management

Compliance Officer – Registrations

• Assists in the implementation, maintenance and administration of a compliance program
• Coordinates and performs risk assessment, monitoring, testing and surveillance activities
• Advises business/group on implications of new regulatory developments
• Identifies risks and implements appropriate actions to mitigate them
• Develops and maintains compliance information for analysis and reporting

Senior Compliance Officer – Consumer Banking

• 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
• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships
• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs
• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives
• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs
• Manages high-value client portfolios, driving cross-selling, retention, and profitability
• Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales
• 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
• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions
• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy
• Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives
• 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
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs
• Identifies share of wallet opportunities
• 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 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