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Provides investment-related sales and service to BMO InvestorLine customers remotely. Advises customers on investment strategies and products, handles transactions and escalations, achieves sales targets, identifies referral opportunities, documents interactions, and maintains knowledge of markets, products, regulatory requirements, anti-money-laundering obligations, and risk management practices.

Lead business development and manage strategic high-value client relationships to generate revenue. Structure complex deals, secure credit approvals, cross-sell bank products, analyze market trends, ensure regulatory compliance, and provide senior-level advisory. Coordinate with internal teams, prepare performance reports for executives, and drive portfolio growth while managing risk.

Provides strategic legal and regulatory advice on derivatives, structured products, and trading matters within BMO’s Capital Markets Legal Team. Drafts and negotiates ISDA agreements, CSAs, control agreements, risk participation agreements, and related documentation. Advises trading, sales, risk, compliance, and operations teams on derivatives regulations, margin requirements, and legal risk. Serves as a subject matter expert, manages complex issues, instructs external counsel, negotiates resolutions, and supports global capital markets initiatives.

Provides strategic legal and regulatory advice on derivatives, structured products, and capital markets trading matters. Drafts and negotiates ISDA Master Agreements, CSAs, control agreements, risk participation agreements, confirmations, and related documentation. Advises trading, sales, risk, compliance, and operations teams on derivatives regulations, margin requirements, risk mitigation, and business solutions. Acts as a legal subject matter expert, manages external counsel, resolves complex issues, and supports global capital markets initiatives.

Leads portfolio management, investment strategy, client sales and service, fiduciary compliance, model portfolio development, performance reporting, and strategic business initiatives. Develops investment proposals, analyzes risk and returns, manages stakeholder and vendor relationships, oversees governance and regulatory processes, and advises senior leaders. Supports client retention and growth through customized reporting, portfolio re-optimization, and high-quality relationship management.

Leads the EARS business intelligence platform, overseeing dashboard development, data extraction, cleaning, visualization, reporting, insight generation, governance, controls, releases, and continuous improvement. Translates business requirements into technical specifications, supports scalable analytics solutions, documents processes, and provides training and consulting to stakeholders and non-analytical users. Collaborates with Business, Strategy, Finance, and Technology teams to improve decision-making and platform usability.

Design, build, operate, and secure scalable Azure infrastructure and shared platform services. Develop landing zones, networking, identity, governance, PaaS, container, DevOps, CI/CD, and Infrastructure-as-Code capabilities. Create reusable deployment patterns and automation using Terraform, GitHub Actions, CDKTF, or ARM. Partner with engineering, security, and risk teams to implement cloud guardrails, observability, resilience, compliance, and operational excellence across large-scale regulated environments.

Design, build, and operate secure, scalable Azure infrastructure and shared platform services. Develop landing zones, networking, identity, governance, PaaS, containers, CI/CD pipelines, and Infrastructure-as-Code frameworks using Terraform, GitHub Actions, or CDKTF. Create reusable deployment patterns and automation, apply security and compliance controls, and implement monitoring and operational readiness. Partner with engineering, data, security, and risk teams to deliver foundational cloud capabilities and enable enterprise-wide Azure adoption.

Supports commercial lending decisions through financial analysis, credit risk assessments, loan structuring, portfolio monitoring, and preparation of credit summaries. The intern evaluates client performance, industry trends, compliance, and revenue opportunities while maintaining accurate banking-system data and supporting relationship managers, proposals, client service, and portfolio growth.

Analyzes commercial banking credit information to support lending decisions, loan structuring, portfolio monitoring, risk assessment, and credit recommendations. Performs financial analysis, prepares credit summaries, monitors compliance and portfolio performance, identifies risks and growth opportunities, supports client proposals, and collaborates with relationship managers to maintain client partnerships. Ensures accurate data entry, regulatory compliance, service quality, and sound risk-informed decision-making.