Associate, Retail Equity Trading, Private Wealth

BMO; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

BMO is seeking a Markets Sales & Service professional in Toronto, Ontario, to provide expert client support across institutional, corporate, and retail segments. You will assist with proposals, marketing materials, events, and scheduling in collaboration with trading and research teams.

The role emphasizes delivering liquidity, hedging guidance, and market information while maintaining strong client relationships and efficient execution.

Qualifications

• Client-facing support experience preferred.
• Strong communication and presentation skills.
• Understanding of capital markets concepts.
• Ability to coordinate with trading, sales, research and marketing teams.

Responsibilities

• Acts as point person to provide client support in proposals, marketing material, event planning, and scheduling with trading, sales, research and marketing support.
• Provides liquidity quotes, hedging advice, and market information to clients and issuing partners.
• Supports sales activities with trading strategies and market information customized to client needs.
• Develops market knowledge to deliver comprehensive service and compelling recommendations to clients.
• Ensures accurate communication of transaction details and resolves settlement issues.

Skills

Client support

Sales support

Market knowledge

Communication

Tools

CRM software

Trading platforms

Job description

Application Deadline:

09/27/2026

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.

Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.

Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.

Provides competitively priced liquidity to corporate, institutional, and interbank clients; quotes hedging advice, and market information in support of the customer business and arbitrage opportunities.

Supports sales activities with trading strategies, definition and market information customized to suit their client's individual needs.

Understands the needs of clients and provides relevant ideas and opinions to generate recommendations.

Provides support for an outstanding client experience.

Uses good judgement in meetings/speaks up with ideas/communicates ideas effectively/asks good questions.

Markets financial institutions to increase order flow, volume and market information.

Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.

Verifies that all confirms on trades or sales are accurate and promptly delivered.

Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.

Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.

Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.

Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.

Ensures alignment between stakeholders.

Cultivates strong relationships with the research team in order to understand their industries and stock coverage.

Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.

Defines problems, collects data, establishes facts, and draws valid conclusions.

Develops an understanding of and proficiency in using all required systems and models.

Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

Helps colleagues with the presentation of information and preparation of proposals for their review.

Assists colleagues in the research and resolution of administrative/operational issues.

Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).

Maintains and develops knowledge of client systems/applications, and the internal web-based research document database

Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy.

Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies.

Tracks supply and demand and evaluates market development.

Operates within position and loss limits as prudent management of the Bank's exposure.

Manages risk related to pricing and sales/trading of the book. Takes action to reduce exposure in developing and delivering client strategies.

Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.

Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works independently on a range of complex tasks, which may include unique situations.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by ap