Associate, Corporate Banking - FIG

Bank N.A.; Toronto; On-site; CAD 115,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Life and accidental insurance

Job summary

BMO Financial Group is seeking an Associate in Corporate Banking in Toronto to support origination, structuring, and credit risk assessment for lending transactions. You will coordinate with product partners, prepare client-ready materials, and help manage an active lending portfolio.

The role emphasizes financial modeling, industry research, and collaboration with deal teams to deliver client-focused outcomes while ensuring policy compliance and process efficiency.

Qualifications

• Bachelor's degree or higher in finance, economics, accounting or related field.
• Strong analytical and problem-solving abilities with attention to detail.
• Experience with credit write-ups and client-focused materials preferred.

Responsibilities

• Assist in origination and structuring of corporate lending transactions.
• Prepare credit documentation and assist in due diligence for new and existing clients.
• Develop and present internal/external marketing materials for deal teams.
• Support portfolio management, risk analysis, and reporting to improve efficiency.

Skills

Analytical skills

Credit risk assessment

Client communication

Cross-functional collaboration

Education

Undergraduate degree in Finance, Economics, or Accounting

Tools

Excel

PowerPoint

FactSet

Capital IQ

Job description

Application Deadline: 10/31/2026

Address: 100 King Street West

Job Family Group: Capital Mrkts Sales & Service

The Associate, Corporate Banking supports the origination and structuring of corporate lending transactions, and coordinates with other product partners as an integral part of a larger coverage team that maintains strong client relationships. This role includes providing lending expertise for Financial Institutions, establishing credit facilities to support trading products business as well as facilitating credit approvals in support of Trade Finance products. Also provides ongoing management of the lending portfolio. Additional responsibilities include, but are not limited to:

Portfolio Management/Credit Risk:

• Reviews and assists in preparation of credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
• Provides analytical findings to deal teams.
• Researches and analyzes financial and operating information relating to companies and industries.
• Performs complex financial modeling and runs valuation analysis as part of client/ industry evaluations.
• Completes due diligence and credit analysis on new and existing client relationships.
• Prepares industry compilations.
• Completes quality reports/analyses.
• Applies technical concepts and understands implication of work to client/transaction.
• Develops an understanding of and proficiency in using all required systems and models.
• Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

Client Coverage:

• Develops written internal and external marketing pitch material.
• Supports deal teams in development, presentation, and winning mandates.
• Seeks to develop an understanding of client needs and outcomes.

Efficiency and Strategic Initiatives

• Identifies opportunities for increased efficiency and improved service to internal and external clients.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Provides feedback on, and, supports continuous improvement opportunities.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement.
• Relevant Financial Institutions sector experience is highly desired.
• Specialized knowledge and deep understanding of core financial and accounting principles including corporate structures, and capital markets products gained through a combination of education an experience.
• Analytical and problem solving strength with a strong aptitude and ability to perform in-depth financial analysis.
• Technical proficiency in financial computer applications and database management tools including excel and PowerPoint in addition to industry platforms such as FactSet, Capital IQ is a plus
• Strong verbal and written communication skills with comfort preparing client-ready materials, drafting internal memos and completing credit write-ups.
• Proven ability to work effectively within cross-functional teams. Embraces feedback and contributes to a high-performance and collaborative team environment.

Base Salary

$115,000.00- $130,000.00 CAD

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

About Us

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 o