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Acts as the primary client contact to uncover financial needs and deliver banking and investment solutions. Builds and grows AUM through new client acquisition and deeper penetration of existing portfolios, collaborates with Financial Advisors on complex needs, supports onboarding and compliance, conducts outreach and community relationship building, meets sales targets, mentors branch staff, and ensures risk, credit, and regulatory standards are followed.

Manage a portfolio of mass-affluent clients as primary advisor—use consultative sales to uncover needs, recommend banking, brokerage, insurance and lending solutions, meet asset and sales targets, review credit, mentor branch staff, support compliance and risk controls, drive community prospecting, and coordinate with internal partners to deliver timely, accurate service and expand relationships.

The Ag Regional Finance Manager drives business growth, manages client relationships, structures complex deals, and ensures compliance while leading performance reporting and market strategy development.

The Financial Advisor provides financial planning and investment advice, manages client relationships, and implements business strategies to acquire new business and support sales targets.

Lead pricing, risk management, and growth of BMO's electronic trading for US Credit and US Rates. Drive electronic trading volume and profitability, partner with trading, sales, and technology to build scalable, compliant trading infrastructure, support sales with product and market expertise, perform root-cause analysis, and coordinate cross-team incident resolution and improvements.

Lead FX and STIR trading across G10 currencies during North American hours: price FX, STIR, and cross-currency basis; manage trading book, risk, P&L and position limits; support sales and research, mentor junior staff, identify cross-selling opportunities, ensure compliance, and drive revenue and capital efficiency while optimizing risk-adjusted returns.

Drive business growth through development and management of middle-market client relationships. Structure and negotiate complex, high-value deals, secure credit approvals, manage portfolios, cross-sell products, and advise senior clients. Serve as escalation point for complex issues, lead market coverage strategies, deliver leadership reporting, ensure regulatory/compliance adherence, and collaborate with internal stakeholders to optimize client solutions and profitability.

The role focuses on driving revenue growth by selling BMO's digital payments platform and requires client engagement, collaboration with teams, and analysis of sales performance.

Independently reviews and adjudicates credit applications for an assigned portfolio, ensuring credit quality within risk limits and policies. Leads strategic initiatives, develops analytics and reporting, provides coaching and training, supports due diligence for acquisitions, and collaborates with stakeholders to maintain risk controls and improve processes.

Manage an assigned commercial and industrial loan portfolio by analyzing credit and financial information, structuring loans, monitoring performance, and mitigating risk. Make credit decisions within delegated authority, develop business plans, support client relationships and cross-sell opportunities, and ensure compliance with policies and regulatory standards. Provide analytical and consulting support, present proposals to win business, and maintain accurate data in bank systems.