Managing Director, Corporate Finance Group

Socket.dev; Calgary; On-site; CAD 86,000 - 185,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Senior Relationship Manager to drive strategic client engagements within Commercial Sales & Service. You will manage high-value portfolios, structure complex deals, and coordinate credit approvals while advancing cross-selling and client satisfaction.

The role requires deep banking experience, strong negotiation skills, and collaboration with cross-functional teams to deliver comprehensive financial solutions.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar banking environment with sales metrics.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
• Credit Qualifications and associated credit knowledge and skills for Credit Qualifiable roles.

Responsibilities

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintain strong client relationships.
• Leads the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs.
• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate.
• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals meet client needs.
• Manages high-value client portfolios, driving cross-selling, retention, and profitability.
• Implements cross-selling initiatives, driving client engagement and revenue opportunities.
• Leads market coverage strategies to expand portfolios and align with business goals.
• Represents bank at industry forums and conferences to inform strategy.
• Engages with senior leadership and cross-functional teams to align strategies and drive holistic solutions.
• Delivers reports on team performance, client satisfaction, and market trends to inform corporate strategy.
• Drives strategic advisory on loan products, options, rates, terms and collateral requirements.

Skills

Relationship Management

Account Management

Portfolio Management

Credit Risk Assessment

Negotiation

Customer Relationship Building

Stakeholder Management

Project Management

Change Management

People Management

Education

Bachelor's degree in Business Administration, Finance or Accounting

Job description

Application Deadline: 10/01/2026

Address: 525 8th Ave SW East Tower

Job Family Group: Commercial Sales & Service

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.

• Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.


• Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.


• Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.


• Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.


• Manages high-value client portfolios, driving cross-selling, retention, and profitability.


• Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.


• Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.


• Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.


• Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.


• Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.


• Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.


• 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.


• Identifies share of wallet opportunities.


• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.


• 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.


• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.


• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.


• Implements changes in response to shifting trends.


• Broader work or accountabilities may be assigned as needed.


• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.


• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.


• If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.


• Seasoned professional with a combination of education, experience and industry knowledge.

Advanced level of proficiency

• Project Management


• Change Management


• People Management

Expert level of proficiency

• Product Knowledge


• Regulatory Compliance


• Structuring Deals


• Portfolio Management


• Credit Risk Assessment


• Customer ServiceStakeholder Management


• Negotiation


• Customer Relationship Building

Salary

$85,500.00 - $185,000.00

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.

• Health insurance


• Tuition reimbursement


• Accident and life insurance


• Retirement savings plans

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 one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

To find out more visit us at https://jobs.bmo.com/ca/en.