Capital Markets Sales & Trading Support Associate

BMO; Toronto; On-site; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Capital Markets is seeking an entry-level Sales Coordinator to support the Global Markets trading floor, handling real-time admin and client interactions. The role offers exposure to sales, trading, and client activity while developing day-to-day desk operations.

You will gain hands-on experience across Sales, Trading, and client servicing with opportunities for licensing and growth within Capital Markets.

Qualifications

• Bachelor’s degree in finance, economics, business, STEM, or related field.
• Strong Excel and PowerPoint skills.
• Familiarity with CRM or activity-tracking systems.
• High attention to detail and ability to manage multiple priorities.
• Excellent verbal and written communication with a professional demeanor.

Responsibilities

• Provide real-time administrative and operational support to Sales and Trading teams on the trading floor.
• Serve as a point of contact for inbound client calls and inquiries, directing requests appropriately and ensuring timely follow-up.
• Support daily desk workflows to ensure responsiveness, organization, and operational efficiency.
• Coordinate closely with Sales, Trading, and internal partners to support smooth desk operations.
• Maintain and update client distribution lists, contact records, and internal desk trackers.
• Assist with inbound and outbound client communications, including call handling, activity logging, and follow-up tracking.
• Maintain and update client contact information, distribution lists, and internal coverage trackers.
• Coordinate client meetings, including scheduling, logistics, materials preparation, and post-meeting action items.
• Support Sales teams in the preparation and distribution of client-facing materials such as market color, pricing summaries, and presentation content.
• Log client interactions, requests, and follow-ups accurately in internal systems.
• Track outstanding client and desk items to ensure timely responses and execution.
• Assist in maintaining organized records to support compliance and internal reporting requirements.
• Build a strong understanding of assigned products, markets, and client segments through hands-on exposure.
• Participate in desk-level learning opportunities and internal training sessions.
• Take ownership of recurring responsibilities and proactively identify opportunities to improve efficiency and service quality.
• For interested individuals, pursue industry licensing over time with support from the firm, opening the door to broader responsibilities.

Skills

Attention to detail

Excel

PowerPoint

CRM

Communication skills

Growth mindset

Capital Markets interest

Education

Bachelor’s degree in finance/economics/business

Tools

CRM software

Microsoft Office

Job description

BMO Capital Markets is seeking an entry-level Sales Coordinator to support the Global Markets trading floor, handling real-time admin and client interactions. The role offers exposure to sales, trading, and client activity while developing day-to-day desk operations.

You will gain hands-on experience across Sales, Trading, and client servicing with opportunities for licensing and growth within Capital Markets.