Director, Financial Services & Treasury Solutions

BMO; Toronto; On-site; CAD 86,000 - 185,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Financial Group in Toronto seeks a Director to grow a portfolio within the Advisory Solutions under Commercial Bank. You will lead sales efforts, manage relationships, and drive revenue across the Financial Services sector.

You will coordinate a national origination strategy for Money Services Businesses, FinTechs, and selected crypto-related firms, while ensuring risk controls and regulatory compliance.

Qualifications

• Typically, 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• A CPA, CBV, CFA or other relevant professional designation or advanced/graduate degree, ongoing or completed, is an asset.
• Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Strong track record of AML and compliance monitoring in a client coverage role.
• Demonstrated history of successful business development, including ability to network in external markets.
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment.
• Understanding of the payment landscape including API integration.
• Strong project management skills to help drive internal team outcomes.
• Experience in contact negotiations with both clients and legal counsel.
• Experience with Sales Strategy and Sales referral process development.
• Computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint) – In-depth / Expert.
• Verbal & written communication skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Analytical and problem-solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Data driven decision making - In-depth / Expert.
• Business Acumen – In-depth
• Risk Management - In-depth
• Sales and Service Management – In-depth
• Relationship Management - In-depth
• Financial and Working Capital Understanding – In-depth

Responsibilities

• Lead pre-sales activities such as pitch preparation, client research, and preparation of prospect and client files.
• Gathers data to advance sale process and completes all required documentation.
• Tracks implementation requests to keep the process on track with timelines.
• Provides research and data gathering to facilitate solution to the client’s/prospect’s business and needs.
• Networks with industry contacts to gain competitive insights and best practices.
• Acts as a subject matter expert on the industry and on relevant regulations and policies.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Skills

Business Development

Portfolio Management

Client Relationship Management

Sales Strategy

Financial Analysis

Regulatory Compliance

Credit Knowledge

AML Compliance

Cross-functional Collaboration

Negotiation

Education

Post-secondary degree

CPA/CBV/CFA asset

Advanced/Graduate degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

BMO Financial Group in Toronto seeks a Director to grow a portfolio within the Advisory Solutions under Commercial Bank. You will lead sales efforts, manage relationships, and drive revenue across the Financial Services sector.

You will coordinate a national origination strategy for Money Services Businesses, FinTechs, and selected crypto-related firms, while ensuring risk controls and regulatory compliance.