Proposal Manager/Writer

Bank of Montreal; Toronto; On-site; CAD 74,000 - 139,000; Full time

Job summary

Join a leading bank as a Proposal Manager/Writer in Toronto, where you will drive the RFP process along with various enterprise partners. Ideal candidates will possess strong bilingual skills in French and a solid understanding of treasury management products, with relevant experience in proposal writing and RFP automation software. This role offers a competitive salary ranging from $74,800 to $138,600 based on experience.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Typically 5 - 7 years of relevant experience.
• Advanced understanding of the functional area.
• Deep knowledge in treasury management products.

Responsibilities

• Develop proposals and related materials for the RFP process.
• Coordinate responses to requests for proposals (RFPs).
• Influence and negotiate to achieve business objectives.

Skills

Bilingual in French

Collaboration & team skills

Analytical and problem solving skills

Influence skills

Data driven decision making

Education

Post-secondary degree in related field

Job description

The Treasury & Payment Solutions (TPS) Proposal Manager/Writer will work closely with various partners across the enterprise, including Sales, Product Management, and Legal/Insurance to develop competitive sales proposals and related materials in response to the Request for Proposal (RFP) process.

The ideal candidate should be bilingual in French, have comprehensive knowledge of a B2B and Provincial & Local government RFP process, and possess an understanding of treasury management products and services. APMP Certification and experience working in RFP automation software (e.g., Responsive, Loopio, Seismic, etc.) is strongly desired.

Coordinates and/or completes responses to requests for proposals (RFPs) for the designated product portfolio to secure new business for BMO Financial Group.

• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Oversees the quality and accuracy of RFP database.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Provides input into the planning and implementation of operational programs.
• Leads/participates in the design, implementation and management of core business/group processes.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Determines proposal concept by identifying and clarifying opportunities and needs.
• Works in collaboration with subject matter experts to determine strategic approach including persuasive content and proposal details.
• Gathers proposal information by identifying sources of information; coordinates submissions and collections; identifies and communicates risks associated with proposals.
• Maintains quality results by using standardized templates; follows proposal writing standards including readability, consistency, and tone; maintains proposal support databases.
• Creates high-quality and customized responses to requests for proposals and proofreads content, ensuring accuracy and integrity of all proposal documentation.
• Meets proposal deadline by establishing priorities and schedules for information gathering, writing, review, and obtains approvals by reviewing proposal with key stakeholders.
• Provides direction and coordinates support services, as required/as appropriate (e.g. graphics and desktop publishing services, digital and print services, including hands-on oversight of the production and delivery of the Final Submission, other administrative support, etc.).
• Participates in debriefs after proposal submission and supports the external debrief program (as required).
• Improves proposal writing outcomes by evaluating and re-designing processes, approach, coordination, and boilerplate material.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced understanding of the functional area. Growing understanding of the market.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Application Deadline:

06/29/2025

Address:

33 Dundas Street West

Job Family Group:

Customer Solutions

The Treasury & Payment Solutions (TPS) Proposal Manager/Writer will work closely with various partners across the enterprise, including Sales, Product Management, and Legal/Insurance to develop competitive sales proposals and related materials in response to the Request for Proposal (RFP) process.

The ideal candidate should be bilingual in French, have comprehensive knowledge of a B2B and Provincial & Local government RFP process, and possess an understanding of treasury management products and services. APMP Certification and experience working in RFP automation software (e.g., Responsive, Loopio, Seismic, etc.) is strongly desired.

Coordinates and/or completes responses to requests for proposals (RFPs) for the designated product portfolio to secure new business for BMO Financial Group.

• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Oversees the quality and accuracy of RFP database.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Provides input into the planning and implementation of operational programs.
• Leads/participates in the design, implementation and management of core business/group processes.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Determines proposal concept by identifying and clarifying opportunities and needs.
• Works in collaboration with subject matter experts to determine strategic approach including persuasive content and proposal details.
• Gathers proposal information by identifying sources of information; coordinates submissions and collections; identifies and communicates risks associated with proposals.
• Maintains quality results by using standardized templates; follows proposal writing standards including readability, consistency, and tone; maintains proposal support databases.
• Creates high-quality and customized responses to requests for proposals and proofreads content, ensuring accuracy and integrity of all proposal documentation.
• Meets proposal deadline by establishing priorities and schedules for information gathering, writing, review, and obtains approvals by reviewing proposal with key stakeholders.
• Provides direction and coordinates support services, as required/as appropriate (e.g. graphics and desktop publishing services, digital and print services, including hands-on oversight of the production and delivery of the Final Submission, other administrative support, etc.).
• Participates in debriefs after proposal submission and supports the external debrief program (as required).
• Improves proposal writing outcomes by evaluating and re-designing processes, approach, coordination, and boilerplate material.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Advanced understanding of the functional area. Growing understanding of the market.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Salary :

$74,800.00 - $138,600.00

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

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

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About Us

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.