Application Deadline: 09/24/2026 Address: 100 King Street West Job Family Group: Commercial Sales & Service Global Team Overview: The selected candidate will join the Financial Services Group, part of Advisory Solutions within BMO Commercial Bank, Canada. The Group focuses on management and origination of banking relationships within the Financial Services sector, with a focus on senior debt financing opportunities with Non-Bank Financial Institutions as well as full banking relationships with select Financial Services firms and FinTechs.
It assesses financing opportunities representing $10MM or more, both on a syndicated and bilateral basis, for both private and public companies in Canada. The Group is based in Toronto and has national coverage in the sector. Job Overview The Director will join the Financial Services Group team and will be responsible for: Managing an established portfolio comprised of relationships with increasing credit needs and complex Treasury and Payment Solutions requirements.
The Director will aim to grow such portfolio through significant business development and ongoing management of key client relationships. Grow revenue, deposits, and wallet share through proactive business development. Deepen relationships with clients that have complex Treasury & Payment Solutions requirements. Execute on and coordinate a national origination strategy in the sector, specifically for Money Services Businesses, FinTechs and select Virtual Currency businesses.
Continue the development and establishment of a comprehensive analysis framework to assess and review current and prospective relationships key operational and reputational risks. Liaise with key stakeholders, SMEs and product partners to help develop and deliver customized products and services to key existing and prospective clients. Ensuring the required internal control standards, including adherence to audit, regulatory and compliance policies.
The selected candidate: Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Leads and executes business development plans to that business goals are achieved or exceeded. Leads sales activities, including: Leads team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Gathers data to advance sale process and completes all required documentation. Tracks implementation requests to keep the process on track with timelines.
Provides research and data gathering to facilitate solution to the client’s/prospect’s business and needs. Networks with industry contacts to gain competitive insights and best practices. Acts as a subject matter expert on the industry and on relevant regulations and policies. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Manages the portfolio, including: Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position. 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.
A CPA, CBV, CFA or other r