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BMO Financial
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  • Mortgage Specialist  

    - Hamilton

    Job DescriptionApplication Deadline:08/30/2025Address:1128 Fennell Ave EJob Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential. Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate.  Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.Supports the delivery of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Completes onboarding activities as required.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Organizes work information to ensure accuracy and completeness.Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Salary:Pay Type: CommissionThe 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-RewardsAbout UsAt 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.

  • Mortgage Specialist  

    - Niagara Falls

    Job DescriptionApplication Deadline:08/30/2025Address:6760 Morrison Street, Unit 1Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate.  Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.Assists with the implementation of targeted marketing programs, promotions, and other initiatives.Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.Supports the delivery of targeted marketing programs, promotions, and other initiatives.Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.Serves a customer advocate during application and processing activities.Completes onboarding activities as required.Delivers exceptional customer service that builds trust through expertise, responsive service, and support.Guides customers throughout mortgage application and processing activities.Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business / group strategy.Conducts independent analysis and assessment to resolve strategic issues.Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports and dashboards.Provides input into the planning and implementation of operational programs.Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.Organizes work information to ensure accuracy and completeness.Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.In-depth understanding of the mortgage lending process and applicable regulatory requirements.Strong interpersonal, sales, customer service, and negotiation skills.Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.Strong knowledge of the broader real estate industry and mortgage market.Strong negotiation skills.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Salary:Pay Type: CommissionThe 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-RewardsAbout UsAt 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.

  • Senior Manager, Finance (P&C Controllership)  

    - Toronto

    Application Deadline:
    08/28/2025
    Address:
    100 King Street West
    Job Family Group:
    Finance & Accounting
    In this people leadership position, you will have the responsibility of overseeing Personal Banking, encompassing Credit Cards and Airmiles, crucial components accounting for the bank's profitability.
    Credit cards serve as the financial backbone of the institution, representing a core area within the bank that offers substantial growth opportunities.
    This role offers extensive interaction with various finance teams, including Airmiles, credit cards, personal banking, and business banking, fostering a comprehensive understanding of the financial landscape.
    The exposure gained provides valuable insights into business operations and consumer preferences, offering a stimulating environment rich in concepts and knowledge.
    Applies expertise and provides advice in calculation, analysis, and reporting of financial results in compliance with applicable standards and regulatory requirements. Works across BMO to deliver accounting program / process results aligned with overall group goals. Reviews and/or personally delivers some accounting services and processing activities. Supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance.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. Provides strategic input into business decisions as a trusted advisor. Make recommendations related to policy, standards and strategies for Accounting programs. Acts as a subject matter expert on relevant regulations and policies. Works with stakeholders to establish priorities. May network with industry contacts to gain competitive insights and best practices. Manages resources and leads the execution of accounting, risk and regulatory related strategic initiatives to deliver on business and financial goals. Acts as the prime subject matter expert for internal/external stakeholders. Leads the execution of accounting programs; assesses and adapts as needed to ensure quality of execution. Executes work to deliver timely, accurate, and relevant information and reporting of group, legal entity, and reportable segments results for management and statutory reporting. Provides input into the planning and implementation of financial programs to manage the fiscal period close processes. Works in conjunction with others to ensure sign-off and attest to reported financial results. Analyses data and information to provide financial performance insights and recommendations for consolidated business financial statements. Identifies emerging issues and trends to inform decision-making. Monitors and tracks financial information compliance with standards and regulations, and addresses any issues. Provides information and supports the process for internal (e.g. corporate, SOX) and external audits. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Designs and produces regular and ad-hoc reports and dashboards. Builds effective relationships with internal/external stakeholders across functional disciplines. Acts as liaison between stakeholders to align agendas and ensure a clear contextual understanding of the business needs. Supports development and execution of accounting, risk, and regulatory strategic initiatives in collaboration with internal and external stakeholders. Liaises with internal and external auditors and regulators to provide necessary information to support arising issues and responses to questions. Acts as a trusted advisor to assigned business/group to interpret accounting changes identified by the Chief Accountants' Group; assesses impacts on financial results and reporting requirements; supports the implementation of applicable process and control change requirements. Assists in the development of strategic plans to manage and execute the reporting / accounting needs and support business objectives. Participates in the design, implementation, and management of core business, group, legal entity financial processes, reporting, systems, and controls to improve the quality and effectiveness of financial information and management of risks. 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. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Professional accounting designation is preferred. Seasoned professional with a combination of education, experience, and industry knowledge. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary :
    $94,600.00 - $176,000.00
    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. To view more details of our benefits, please visit:
    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 .
    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.

  • Senior Counsel - Regulatory Liaison  

    - Toronto

    Application Deadline: 09/11/2025 Address: 100 King Street West Job Family Group: Legal Senior Counsel- Regulatory Liaison, Enterprise Regulatory Office. The Enterprise Regulatory Office ("ERO") helps BMO meet its regulatory obligations. ERO provides legal advice on regulatory matters, provides leadership and guidance on regulatory examinations and interactions, and is involved with various monitoring and reporting involving regulatory and supervisory matters. The Senior Counsel, Regulatory Liaison, role supports ERO and the Enterprise with particular focus on BMO's interactions with its lead regulator, OSFI. The role is a senior lawyer position in ERO focused on regulatory liaison activities with a particular focus on OSFI. The role will assist in maintaining key relationships with OSFI, oversee and advise on regulatory examination activity and supervisory activities, provide legal advice on supervisory and regulatory matters, stay abreast of the current supervisory environment, and report on current and upcoming supervisory trends and themes. The Regulatory Liaison function within ERO maintains relationships with OSFI and internal stakeholders and oversees the OSFI supervisory examination process including: Provides advice, guidance, and procedures for management of OSFI examinations and supervisory activities; Helps prepare and support the business during regulatory examination and supervisory activities; Oversees responses to supervisory matters and provides input on action plans to address deficiencies, as appropriate; Interfaces directly with the supervisory team and specialist groups at OSFI to address appropriate information flow and maintain regulatory relationships; and Supports the overall ERO function in identifying trends and themes in the supervisory and regulatory environment. Knowledge Minimum requirement is a degree in law (LLB) and license to practice law in Canada Typically, 5 to 10+ years call from the bar Proficient level knowledge in legal field Strong knowledge of business and regulatory environment in which BMO Financial Group operates. Skills Strong skill in proactively providing ideas, advice and solutions relative to legal issues Superior judgement Above average analytical capability Strong verbal and written communication skills Above average negotiations skills Superior relationship management skills/able to relate at all levels Ability to work independently or in team environment
    Key Accountabilities Develop and maintain relationships with OSFI supervisory team and specialist groups. Support BMO's interactions with regulators to ensure BMO stays abreast of supervisory trends and themes. Interact with all levels within BMO including Senior Executive Leaders. Lead in identifying supervisory and regulatory themes and trends. Provide legal advice on supervisory and regulatory matters. Provides advice, guidance, and procedures for management of OSFI examinations and supervisory activities. Prepare, as necessary, reports and presentations on supervisory activities and exam preparation for Senior Management and the Board of Directors, including ERO reports on issues and trends. Scope and Impact The role is based in Canada but Enterprise wide. The role has direct or indirect impacts across the Enterprise including the following: Legal Risk Regulatory Risk Reputational Risk Regulatory Relationships Ability to execute strategic objectives
    The role is complex as a result of number of different businesses and the number of separate legal entities that comprise BMO, many of these businesses are highly regulated by specific regulatory regimes and regulators, the global nature of the business of BMO, the importance of OSFI as BMO's lead regulator, the amount of relevant regulation and the magnitude of regulatory change. Failure to fully understand and demonstrate an understanding of regulatory environment may impact BMO's ability to execute on key strategic objectives. Hybrid work model: 4 days in office Salary : $111,800.00 - $208,000.00 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. To view more details of our benefits, please visit: 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 . 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.

  • Application Deadline: 08/19/2025 Address: 100 King Street West Job Family Group: Legal BMO Financial Group is seeking a full-time lawyer to join the legal team in Toronto as Senior Counsel responsible for providing legal support to BMO Global Asset Management's (BMO GAM) manufacturing of retail and institutional investment products, including the BMO Mutual Funds, BMO Exchange Traded Funds, BMO AM Pooled Funds and alternative products. You will deliver expert and experienced legal support to BMO GAM's Canadian business, operations and corporate affairs, with a focus on its investment fund manager and portfolio manager, including: Creating new products with a focus on mutual funds, ETFs, pooled funds and alternative products Maintaining existing products Drafting documents, including prospectuses, annual information forms, offering memoranda, material contracts, constating documents, regulatory applications and filings in support of the creation and continuous distribution of BMO GAM's products Drafting and negotiating agreements, including investment management agreements, sub-advisor agreements, dealer agreements and subscription agreements Supporting distribution of BMO GAM's products, including review of sales and marketing material Advising on a wide array of new and existing securities laws and regulatory initiatives, including compliance with National Instrument 81-102 Investment Funds Advising on corporate governance matters Identifying risks and implementing appropriate actions to mitigate them Building effective relationships and collaborating with internal/external stakeholders Instructing and managing external legal counsel Broader work or accountabilities may be assigned as needed This position will not be responsible for litigation matters. The successful candidate will be a team player with strong legal and organizational skills and a proven ability to: Make things happen with pace Effect change Tackle challenges outside of your historic expertise Support our business as it evolves and pursues new opportunities Qualifications Knowledge Minimum requirements are a degree in law (LLB/JD) and license to practice law in Canada 7+ years post Call to the Bar expertise while in private practice, in-house or at a regulatory body Experience in and strong legal knowledge of Canadian securities laws, regulatory, business, commercial and corporate matters, with expertise in investment funds and asset management Experience in cross-jurisdictional investment fund and asset management matters would be an asset Knowledge of the business and regulatory environment in which BMO Financial Group operates Skills: Strong judgment and analytical capability Strong verbal and written communication skills Excellent relationship management skills Strong drafting and negotiation skills Ability to work independently and in a team environment Solution-oriented with strong ability to make things happen with pace Salary : $111,800.00 - $208,000.00 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. To view more details of our benefits, please visit: 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 . 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.

  • Application Deadline: 08/27/2025 Address: 100 King Street West Job Family Group: Legal Provides and/or manages key specialized or broad-based legal advice and services, with significant organizational or major line of business implications, for matters in which the BMO Financial Group may be engaged in order to achieve organizational goals and/or minimize legal risk. Draws upon in-depth knowledge of the principles, practices and procedures of the law and governing legislation. Provides leadership and development of a team of legal professionals responsible for providing legal services to the line of business/client group. The role draws upon in-depth knowledge of the Bank, the financial services industry, and the regulatory environment for the BMO Financial Group. Provides legal advice and counsel to senior management/executive. Manages legal services and leads a group of legal professionals for a major line of business/geographic location. Assigns and monitors work, provides performance feedback, coaching and mentoring, as applicable, to maintain a high-performance culture and meet goals and objectives. Applies key specialized and/or broad-based legal knowledge, including knowledge of governing legislation, with Bank-wide or otherwise significant scope. Manages relationships at senior executive levels of the organization and/or law department leadership and/or acts as a peer review and internal resource to other legal professionals, including senior practitioners, within the law department. Oversees, exercises judgement on and resolves significant, complex legal issues with significant organizational implications for a major line of business or geographic location. Directs significant legal matters in which the organization is involved, directly or through external counsel, including oversight of external counsel. Intervenes in more broadly impacting or sensitive legal issues. Recommends and/or approves policy, procedures and performance standards regarding law department or its mandate. Manages legal or regulatory risk with significant potential exposure - multi-billion dollar range or Bank-wide implications. Manages internal and external relationships (i.e. senior executive levels, external counsel, significant regulatory bodies). Manages file-specific legal expenses on complex legal issues. Qualifications: Minimum requirements are a degree in law (LLB) and license to practice law in the required jurisdiction. 15 plus years call from the bar. Advanced, highly specialized or broad based level of knowledge in legal field including knowledge of governing legislation. Strong knowledge of business context related to a specific line(s) of business. Experienced people manager/demonstrated leadership capabilities, including mentoring skills. Is viewed as a key legal resource for the Law Department. Strong research skill/able to proactively provide ideas, advice and solutions relative to legal issues Ability to synthesize large, complex volumes of information High level of judgement Strong analytical capability Strong verbal and written communication skills Strong negotiations skills Strong relationship management skills/able to relate at all levels Strong leadership and mentoring capabilities Ability to lead a team of senior legal professionals Ability to work in team environment and to balance conflicting requirements with limited resources Salary : $154,000.00 - $240,600.00 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: 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 . 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.

  • Senior Counsel, BMO Insurance  

    - Toronto

    Application Deadline: 09/11/2025 Address: 100 King Street West Job Family Group: Legal We are hiring! Our BMO Insurance business continues to grow. The Legal team supporting this business is also expanding. In this Senior Legal Counsel role, you would be providing expert guidance on insurance products, financial services regulatory law, investments, corporate law and compliance. You will be advising Senior Leaders, shaping strategic initiatives, and mitigating risk. If you have a strong background in Insurance, Financial Services Regulatory Law, Investments and/or Pension Risk Transfers (all as they relate to a federally regulated insurance company), along with deep industry knowledge, this is your opportunity to make a difference. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues. Acts as the prime subject matter expert for internal/external stakeholders. Exercises judgement on complex, confidential and sensitive matters Identifies and resolves moderately complex issues. Determines root causes and negotiates resolutions. Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s). Acts as a subject matter expert on relevant laws, regulations and policies. Resolves daily issues and/or escalates with appropriate analysis and/or recommendations. Identifies risks and implements appropriate actions to mitigate them. Implements areas of improvement to ensure consistency with market place. Builds effective relationships with internal/ external stakeholders. Geographic scope: up to global. 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. Qualifications: Typically 7+ years of legal practice or an equivalent combination of education and experience. Degree in law (LLB or JD) and license to practice law in relevant jurisdiction. Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required. Knowledge in legal field, typically with a functional or business line specialization. Knowledge of business and regulatory environment in which BMO Financial Group operates. Advanced knowledge of subject matter legal requirements and the operations of a single client group. Negotiation skills - in depth. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. In addition to the general qualifications outlined above, this particular role is seeking someone with significant experience in several areas of the financial services industry: Life Insurance regulation and products Investment management - including understanding the use of investments for asset-liability matching Good understanding of the regulatory environment in which a life insurance company operates (OSFI and provincial insurance regulators) Pension plans, locked in retirement plans, and pension risk transfer transactions (group annuity buy ins and buy outs) Familiarity and/or expertise in life products and segregated funds, as well as in the investment asset classes that insurance companies focus on A solid general grounding in corporate-commercial matters and contract drafting Salary : $111,800.00 - $208,000.00 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. To view more details of our benefits, please visit: 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 . 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.

  • Application Deadline: 08/29/2025 Address: 100 King Street West Job Family Group: Finance & Accounting Experiencing the dynamic world of one of Canada's largest broker dealers offers a unique perspective. The continual evolution of activities provides a rich array of exposures and challenges. This role involves close interaction with various departments including the front office (trading desk), investment bankers, and other areas such as Capital Markets, Treasury, Finance, and Operations. The ideal candidate for this role possesses CIRO & MFR, a background in the financial services sector, familiarity with Broadridge financial solutions, expertise in Capital Markets, reconciliation processes, control environments, and strong leadership skills. This key role represents critical oversight over capital and margin for BMO Nesbitt Burns Inc., and provides support for its CIRO broker dealer affiliates. Critical aspects of the role include an understanding of the CIRO financial reporting process and understanding CIRO Finops margin rules. Oversees the reporting processes for regulatory and management information and note disclosure in financial statements to internal and external stakeholders and regulatory bodies. Works across BMO (trading desks/investment banking/operations/middle office) to ensure margin is calculated accurately. Supports an efficient and effective reporting function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk. Oversight of CIRO capital calculations as it pertains to c omplex proprietary positions that have offsets and require rule interpretation Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Oversee day to day calculation of Risk Adjusted Capital Day to day calculation of New Issue capital Day to day oversight over Trading desks capital limits Day to day calculation and oversight of margin on proprietary products Deep understanding of source systems, source systems structure, general reports, book of record concepts Ability to view transactional data or extract data in source systems Support Product review in multiple source systems, including:Equities, fixed income, options, financing, futures Deep understanding of Internal controls oversight and requisite documentation Expert understanding of CIRO Form 1 schedules, related regulations and requisite reporting process Oversight of multiple areas across the bank and dealer Reviews the reporting program/processes for effectiveness, considers industry trends and recommends enhancements; makes changes as required. Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. Acts as the prime subject matter expert for internal/external stakeholders. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. Leads in the design, implementation and management of core business/group processes. Supports the production of financial, regulatory, and management reporting requirements. Executes work to deliver timely, accurate, and efficient service for monthly, quarterly and annual processes for reporting. Analyses data and information to provide financial, regulatory and related risk insights and recommendations. Supports the interpretation and definition of internal and external policies and regulatory requirements Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards. Provides attestation to the validity of financial results and highlight significant information including variances, trends, opportunities and exposures to their Manager. Provides information and support the process for internal (Corporate and SOX) and external audits. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $94,600.00 - $176,000.00 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. To view more details of our benefits, please visit: 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 . 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.

  • Application Deadline: 08/28/2025 Address: 100 King Street West Job Family Group: Legal BMO's Enterprise Board Governance team is responsible for the planning and execution of enterprise Board governance processes and related legal advice. The Senior Counsel, Enterprise Board Governance will play key role in ensuring that BMO's high standards for corporate governance are met. The successful candidate will draw on their knowledge of the corporate governance requirements and best practices for public companies, be passionate about continuous improvement and be an expert and sensitive communicator. The role reports to the Associate General Counsel and Managing Director, Enterprise Board Governance and Assistant Corporate Secretary. Primary accountabilities include: A leadership role in the planning and execution of the Annual General Meeting including preparation and delivery of the Bank's Management Proxy Circular and handling shareholder proposals; Assist with corporate secretarial duties, including attending meetings, advising on agendas and materials and overseeing minutes; Advising on corporate and securities laws generally and best practices as they relate to corporate governance matters; Leading processes related to Board policies, Director independence and integrity and reporting; Oversight of various corporate and securities filings; Shareholder and Share Transfer Services, including responsibility for engaging with the Bank's Transfer Agent; Coordinating engagement between the Board and the Bank's regulators and responding to regulator requirements and inquiries; Interacting collaboratively with other members of the Enterprise Board Governance group to achieve the Bank's corporate governance goals; and Acting in a leadership capacity with respect to junior colleagues, taking responsibility for their support and development Knowledge and Experience: Minimum requirements are a degree in law (LLB or JD), with a minimum of 7 or more years of legal practice; Strong knowledge and understanding of corporate law, securities laws (as they relate to corporate governance) and related best practices; Experience in the corporate secretary function of a public company, and/or in a related advisory capacity in a major law firm; and Knowledge of the business and regulatory environment in which BMO Financial Group operates would be an asset. Skills: Excellent relationship management and communication skills; The ability to work both independently and in a team environment; Demonstrated confidence in dealings with BMO's directors and Senior Executives; Proactively providing ideas, advice and solutions in connection with legal issues and corporate governance practices; Strong legal research and analytical skills to identify and understand corporate and regulatory requirements and then apply them the Bank's corporate governance objectives; Sound judgment with the ability to manage ambiguity and make decisions; and Strong time management and organizational skills including being comfortable working well under pressure to meet a variety of deadlines, set priorities and have a strong attention to detail. Salary : $111,800.00 - $208,000.00 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. To view more details of our benefits, please visit: 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 . 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.

  • Application Deadline: 08/28/2025 Address: 100 King Street West Job Family Group: Finance & Accounting Supports the execution of accurate and efficient cyclical reporting processes for regulatory disclosure in financial statements, to internal and external stakeholders and to regulatory bodies. Works across BMO to deliver specific project/program results in alignment with overall group goals. Supports an efficient and effective Accounting function which uses common information sources and practices, reduces ongoing costs, increases service level performance and minimizes risk. Participates in initiatives supporting financial reporting systems or business process improvements. Produces regular and ad-hoc reports, for regulators and executive level reviews. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Participates in the design, implementation of core business/group processes. Supports the production of financial and regulatory reporting requirements. Executes work to deliver timely, accurate, and efficient service for monthly, quarterly and annual processes for reporting. Analyses data and information to provide financial, regulatory and related risk insights and recommendations. Supports the interpretation and definition of internal and external policies and regulatory requirements Ensures strong governance and effective controls across finance & accounting activities and information in accordance with enterprise standards. Provides information and support the process for internal (Corporate and SOX) and external audits. Gathers and formats data into regular and ad-hoc reports, and dashboards. Organizes work information to ensure accuracy and completeness. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed.Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Technical proficiency gained through education and/or 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 : $61,600.00 - $113,900.00 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: 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 . 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.

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