Sales Coordinator

Bank of Montreal; Toronto; On-site; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking a Sales Coordinator for its Capital Markets trading floor in Canada. This entry-level role provides hands-on exposure to sales, trading, and client activity while supporting day-to-day desk operations on a fast-paced trading floor.

You will assist with desk workflows, client communications, and meeting logistics, with learning opportunities and potential licensing paths as you grow within the team.

Qualifications

• Bachelor’s degree preferred in finance, economics, business, STEM, or related field.
• Strong verbal and written communication skills with professional demeanor.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.

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.

Skills

Attention to detail

Communication skills

Growth mindset

Excel

PowerPoint

CRM familiarity

Education

Bachelor’s degree in finance/economics/business/STEM or related field

Tools

CRM systems

Job description

Application Deadline: 09/20/2026 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Sales Coordinator role is an entry-level position on the Global Markets trading floor designed for high-potential individuals seeking to build a long-term career in Capital Markets. The role provides hands-on exposure to sales, trading, and client activity while supporting the day-to-day operations of a fast-paced trading desk. This position requires strong attention to detail, intellectual curiosity, and the ability to perform under pressure. The successful candidate will demonstrate a strong work ethic, operational excellence, and a willingness to learn—earning increased responsibility over time through consistent performance and initiative.

Key Responsibilities

Trading Floor & Desk Support

• 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.

Client Servicing & Sales Support

• 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.

Activity Tracking & Coordination

• 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.

Learning, Development & Growth

• 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.

Required Qualifications

• Bachelor’s degree; finance, economics, business, STEM, or related field preferred.
• Strong interest in Capital Markets, markets, and client-facing roles.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills with a professional demeanor.
• Willingness to begin in a support-oriented role with a long-term growth mindset.

Preferred Qualifications

• Prior internship or customer-facing experience in a financial or professional services environment.
• Strong Excel and PowerPoint skills.
• Familiarity with CRM or activity-tracking systems is a plus.
• Demonstrated initiative, resilience, and work ethic in high-expectation settings.

Compensation

The salary range for this role is $70,000 up to $85,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements).

Salary: 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.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• 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.

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.