Vice President, Globe Transaction Banking, BMO Capital Markets

BMO; Vancouver; On-site; CAD 110,000 - 130,000; Full time

Job summary

A leading financial institution seeks a Trade Finance Sales Specialist in Vancouver. The role involves driving sales of trade finance products, maintaining client relationships, and analyzing market opportunities. Ideal candidates have 5-7 years of relevant experience and a degree in finance or similar. The position offers a competitive salary ranging from CAD$110k to CAD$130k, along with benefits like health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 5-7 years in trade finance, correspondent banking, lending, finance, treasury.
• Strong understanding of Trade Finance products and Services.
• Ability to review financials for risk management.

Responsibilities

• Identify clients for trade finance products, focusing on sales targets.
• Build and maintain strong relationships with clients.
• Create financial models to analyze clients and refine marketing strategy.

Skills

Communication

Negotiation

Collaboration

Analysis

Detail oriented

Problem solving

Education

Undergraduate degree in finance, economics, accounting

MBA/CFA preferred

Job description

Overview

We are seeking a dynamic and results-driven Trade Finance Sales Specialist to join our team. The successful candidate will be responsible for driving sales of trade finance products and services to existing clients and prospects, building strong client relationships, and contributing to the growth of our trade finance portfolio. Products include Documentary Letters of Credit, Standby Letters of Credit, Demand Guarantees and Documentary Collections and Supply Chain Finance.

Address: 595 Burrard Street

Application Deadline: 10/22/2025

Location/Team: This role is based in Vancouver and reports into the Global Trade Canada Head. The Trade Finance team is part of BMO's Corporate Banking group and serves clients from Business Banking to Large Corporate Clients. The successful candidate will have a dedicated portfolio with a focus on commercial banking clients across Ontario. This role is not related to Sales & Trading / Global Markets.

Job Responsibilities

• Sales and Business Development: Identify clients for trade finance products and services, with a focus on increasing share of wallet and optimizing RoE. Develop and execute sales strategies to achieve sales targets and expand the client base. Understand client strategy and anticipates needs to deliver solutions. Conduct market research to identify new business opportunities and stay updated on industry trends. Create pitch books and participate in client presentations, both trade and multi-product. Identify and leverage key decision makers to drive sales.
• Client Relationship Management: Build and maintain strong relationships with existing and prospective clients through deep understanding of client needs and alignment of our products/services. Review and continually monitor performance of existing accounts and client relationships. Monitor industry trends and regulatory agencies for changes which may impact your clients. Identify and address opportunities for increased efficiency and improved service to internal and external clients.
• Product Knowledge, Structuring, Risk: Strong understanding of Trade Finance products and Services, including supply chain finance. Ability to review financials and uncover opportunities for risk management and working capital improvement. Review credit agreements and other related documentation from trade finance perspective. Understanding of organizational lending and portfolio management policies and objectives. Provide deal structuring expertise, applying a holistic view of transactions and related risks (credit, market, operational, legal/compliance, etc.). Consider risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
• Collaboration and Coordination: Maintain strong relationships with internal partners including operations, legal, relationship managers and other product partners/bankers. Cross-sell the banks suite of products and services, including Treasury & Payment Solution, FX, etc. Collaborate with sector coverage partners to develop unified coverage strategy and deliver creative, timely solutions. Review and guide the work of Analysts to deliver business results.
• Analysis, Projects and Day-To-Day: Create and use financial models to analyze clients refine marketing strategy. Leverage internal data to uncover marketing opportunities. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Advanced deal execution and project management skills - ability to manage many clients and overlapping priorities concurrently. Works independently and regularly handles non-routine situations.

Required Qualifications, Capabilities and Skills

• Work Experience: 5-7 years in trade finance, correspondent banking, lending, finance, treasury, etc.
• Education: Undergraduate degree in finance, economics, accounting, etc. MBA/CFA preferred.
• In Office Requirement: 4 days in office or at client meetings.
• Travel: Will need to travel within North America, with primary focus in Ontario.
• Skills: Communication, negotiation, collaboration, analysis, detail oriented, problem solving.

Base Salary and Benefits

The annual base salary range for this position is CAD$110k - 130k. Base salary will be dependent on level and experience.

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.