Jobs at BMO

Manages national commercial accounts in the automotive and transportation sectors through financial analysis, credit underwriting, risk assessment, portfolio monitoring, financial modeling, and loan structuring. Prepares credit submissions and committee memos, supports lending proposals and business development, coordinates deal documentation and closings, and advises internal and external stakeholders. The role also monitors covenants, borrowing bases, annual reviews, and portfolio trends while contributing industry expertise and client relationship management.

Performs technical business analysis for AI-enabled technology delivery. Responsibilities include eliciting and documenting requirements, creating user stories and process maps, conducting gap and impact analyses, facilitating stakeholder workshops, supporting testing, and improving delivery processes with Generative AI and prompt engineering. The role collaborates with product, architecture, development, QA, and business teams while evaluating AI outputs for accuracy, compliance, security, and relevance.

Develop and deploy enterprise Generative AI applications using LLMs, RAG, AI agents, prompt engineering, and cloud-native architectures. Translate business needs into secure, scalable software solutions; build APIs, microservices, reusable AI workflows, and integrations. Perform testing, monitoring, troubleshooting, performance optimization, and lifecycle maintenance while following responsible AI, governance, security, and risk standards. Collaborate with business, product, and technical teams to deliver innovative banking solutions.

Supports lead advisors in managing and growing client relationships through investment advice, portfolio reviews, financial planning, investment research, client communications, and business development. Prepares financial plans, creates and adjusts investment portfolios, explains wealth management strategies, assesses fees, conducts prospecting and marketing activities, and ensures compliant, accurate client service. Also supports business planning, performance tracking, data management, office operations, and team training while adhering to regulatory and risk-management requirements.

Builds and manages strategic relationships with mortgage brokers, brokerages, builders, and investment advisor offices. Develops market plans, generates appointments, grows referrals and market share, represents home financing products, and coaches partners on program and regulatory requirements. Negotiates pricing and application presentation, monitors referral performance, identifies risk concerns, and collaborates with stakeholders to deliver customer solutions and strategic initiatives.

Leads private equity, venture capital, direct equity, and subordinated debt transactions from origination through closing. Responsibilities include due diligence, valuation, investment committee presentations, legal negotiations, portfolio monitoring, relationship development, investment thesis creation, and collaboration across BMO. The Director also mentors associates, supports commercial banking referrals, evaluates opportunities, and assists with special projects.

As a Software Application Developer, you will design, build, and support secure applications, using Java and Spring Boot, with a focus on integrating AI and cloud technologies. Full SDLC involvement and collaboration with cross-functional teams is essential.

Builds and manages referral relationships to generate mortgage business and expand home-financing sales. Develops marketing and sales programs, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates documentation and funding, and provides banking-product referrals. Maintains regulatory compliance, resolves customer issues, analyzes business data, prepares reports, and collaborates with branch and internal teams to deliver mortgage solutions and meet sales and profitability goals.

Builds and manages referral networks to generate mortgage business, develops sales and marketing programs, and guides customers through home financing applications. Provides mortgage and personal banking product advice, coordinates documentation and processing with branch teams, resolves service issues, maintains regulatory compliance, and supports cross-selling. The role also analyzes data, prepares reports, contributes to strategic initiatives, and strengthens community and partner relationships.

Supports Investment Advisors with client relationship management, portfolio reviews, account maintenance, trades, transfers, compliance documentation, reporting, and business development. Coordinates client events and marketing activities, resolves inquiries and complaints, monitors account assets and documentation, and provides investment-related service while protecting client and bank assets. Also mentors team members and supports branch technology, policy, and operational processes.

Leads the IVR product lifecycle, initially supporting migration to Amazon Connect and subsequently managing platform performance, enhancements, and customer and employee experience improvements. Responsibilities include product strategy, roadmap and backlog management, stakeholder engagement, requirements definition, acceptance criteria, adoption, go-to-market planning, budgeting, risk management, and cross-functional team coordination.

Leads discovery and development of enterprise conversational AI experiences for BMO’s contact centre, including Natural Language IVR. Partners with technology, analytics, design, risk, and business stakeholders to define requirements, deliver scalable solutions, monitor performance, support production enhancements, and align technology initiatives with business strategy. Provides specialized consulting, analysis, reporting, stakeholder guidance, and risk-informed recommendations.

Leads monitoring, optimization, governance, and operational performance of AI capabilities in BMO’s Virtual Connect contact centre. Partners with product, technology, analytics, risk, and business stakeholders to execute AI initiatives, analyze performance data, manage operational and compliance risk, develop reports and dashboards, resolve strategic issues, and recommend improvements. The role supports AI strategy, prioritization, stakeholder alignment, customer escalation management, and enterprise standards.

Provide inbound client support and professional investment advice through BMO SmartFolio’s remote contact center. Advisors assess investment needs, build client relationships, conduct portfolio reviews, support onboarding and account servicing, process contributions and withdrawals, educate clients, and complete sales and service activities according to approved procedures.

Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.

Provides bilingual investment advice and sales support to BMO customers through a remote contact center. Responsibilities include handling inbound calls, building customer relationships, onboarding accounts, processing mutual fund and term investment transactions, reviewing financial goals, recommending appropriate products, and completing activities according to approved procedures and regulations.

Provides bilingual technical support for BMO InvestorLine and Active Trader clients. Troubleshoots website, mobile application, login, account access, device, browser, and platform issues; manages cases from intake through resolution; coordinates escalations; identifies broader incidents; documents interactions and solutions; and communicates status updates clearly while delivering an empathetic client experience.

Provide bilingual (French/English) partner support for BMO InvestorLine: handle inquiries, account openings/transfers, documentation, issue resolution and escalation, compliance checks (AML, Privacy, FCAC), market knowledge integration, and occasional outbound engagement to ensure partner and customer satisfaction.

Make outbound calls to BMO InvestorLine clients to obtain missing documentation, clarify requirements, and resolve inquiries. Review submissions, document interactions, escalate complex issues, monitor for suspicious activity per AML rules, and adhere to regulatory and privacy standards while working remotely during specified hours.

Provide bilingual (English + Mandarin/Cantonese) wealth and investment sales and service to customers, advise on investment strategies/products, meet sales targets, handle transactions and escalations, maintain regulatory compliance (AML, privacy), complete required documentation and required regulatory exams, and refer or escalate complex matters as needed.