Managing Director and Head, Financial Services Group

bmo; Toronto; On-site; CAD 120,000 - 160,000; Full time

Job summary

BMO is seeking a senior leader to manage an established portfolio within its Commercial Bank, leading the Financial Services Group under Advisory Solutions. The role centers on growing revenue, deposits, and wallet share through strategic relationship management and proactive business development across Canada.

The successful candidate will structure high-value deals, coordinate national strategies for Money Services Businesses, FinTechs, and selected Virtual Currency businesses, and ensure

Job description

Application Deadline

10/18/2026

Address

100 King Street West

Job Family Group

Commercial Sales & Service

Global Team Overview

The selected candidate will lead the Financial Services Group, part of Advisory Solutions within BMO Commercial Bank, Canada. The Group focuses on origination and management of banking relationships within the Financial Services sector, with a focus on senior debt financing opportunities with Non-Bank Financial Institutions as well as full banking relationships with select Financial Services firms and FinTechs. It looks at financing opportunities, both on a syndicated and bilateral basis, for both private and public companies in Canada. The Group is based in Toronto and has national coverage in the sector.

Job Overview

• Managing an established portfolio comprised of relationships with increasing credit needs and complex Treasury and Payment Solutions requirements, with an aim to grow such portfolio through significant business development and ongoing management of key client relationships.
• Grow revenue, deposits, and wallet share through proactive business development and relationship management.
• Deepen relationships with clients that have complex Treasury & Payment Solutions requirements.
• Execute on and coordinate a national strategy in the sector, specifically for Money Services Businesses, FinTechs and select Virtual Currency businesses.
• Continue the development and establishment of a comprehensive analysis framework to assess and review current and prospective relationships key operational and reputational risks.
• Liaise with key stakeholders, SMEs and product partners to help develop and deliver customized products and services to key existing and prospective clients.
• Ensuring the required portfolio management and internal control standards, including adherence to audit, regulatory and compliance policies.
• Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
• Manages high-value client portfolios, driving cross‑selling, retention, and profitability.
• Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross‑selling initiatives.
• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals including originate to distribute opportunities.
• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
• Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives.
• Streamlines operational processes, identifying areas for improvement and implementing best practices.
• Develops communication strategies to influence stakeholders and support organizational change.
• Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction.
• Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
• Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
• Considers and identifies opportunities for "originate to distribute" and ensures optimal ROE monitoring.
• Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Acts as an escalation point for complex clie