Jobs at BMO

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.

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 and increase market share. Develops sales and marketing initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates documentation and funding, resolves service issues, and refers customers to banking partners. Maintains regulatory compliance, analyzes business information, prepares reports, supports strategic initiatives, and builds community relationships through events and partnerships.

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.

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.

Provides investment planning and advice, sells managed investment products, conducts needs-based customer assessments, develops new business, generates referrals, and supports sales targets. Builds client relationships, introduces investment strategies, fulfills investment requests, ensures regulatory compliance, and delivers accurate service. The role includes completing Financial Planner accreditation requirements and may involve working across multiple branches and channels.

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.

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.

Provides investment-related sales and service to BMO InvestorLine customers in English, Mandarin, and Cantonese. Advises customers on investment products and strategies, achieves sales targets, handles transactions and escalations, and identifies referral opportunities. Maintains knowledge of investment markets, regulatory requirements, AML obligations, and bank policies while documenting customer interactions and protecting confidential information.

Provides bilingual customer sales and service for personal lending and credit card products. Advises customers on borrowing strategies, processes lending requests, makes credit decisions or recommendations, handles escalations, and refers customers to other banking groups. Maintains compliance with lending policies, anti-money-laundering requirements, privacy regulations, and risk-management frameworks while delivering efficient contact-center support.

Leads organizational change initiatives from planning through implementation and sustainment. Develops change strategies, stakeholder engagement and communications plans, training, adoption monitoring, and resistance mitigation. Advises business leaders, analyzes impacts across people, processes, technology and financial dimensions, identifies risks, and recommends solutions. Collaborates with stakeholders to align implementation with business objectives and uses data-driven analysis to track results and address issues.

Retains mortgage customers through inbound and outbound contacts, advising on renewals, home financing, lending, and investment options. Negotiates pricing, processes transactions and documentation, makes referrals, handles escalations, and ensures regulatory compliance. The role requires strong customer service, communication, analytical, organizational, and collaboration skills, along with knowledge of personal lending, mortgage products, contact center operations, and market trends.

Manages delinquent, medium-risk consumer accounts through collections, loss mitigation, payment strategy advising, and customer service. Contacts customers, processes transactions, documents account activity, resolves disputes, and escalates complex cases. Provides guidance to collections teams, analyzes account information, supports process improvements, and ensures compliance with policies, regulations, and risk-management requirements.

Reviews delinquent, high-risk, and written-off accounts to identify collections opportunities and execute loss-mitigation strategies. Advises customers on payment plans, negotiates resolutions, processes transactions, and handles escalated inquiries. Analyzes account data, prepares reports and dashboards, supports collections processes, develops action plans, and coaches personnel. Maintains regulatory compliance, protects confidential information, and collaborates with internal and external stakeholders to maximize recovery and minimize losses.

Reviews delinquent, high-risk, and written-off accounts for collection opportunities; advises customers on payment strategies, loan modifications, and loss-mitigation options. Handles customer calls, processes transactions, documents interactions, resolves disputes, and refers complex cases. Maintains knowledge of collections practices, products, regulations, and risk procedures while supporting continuous process improvement and customer relationship management.

Manages delinquent, medium-risk customer accounts through collections, loss mitigation, payment strategy guidance, and customer service. Contacts customers, processes transactions, documents account activity, resolves issues, and escalates complex cases. Builds trusted relationships, identifies customer needs, supports collections teams through coaching and expertise, analyzes information, follows regulatory and risk policies, and contributes to process improvements. The role requires strong communication, organization, collaboration, analytical skills, and consumer collections knowledge.

Manages delinquent and high-risk consumer accounts by evaluating collection opportunities, advising customers on payment and loss-mitigation strategies, negotiating resolutions, and safeguarding bank interests. Provides escalated customer service, analyzes account data, prepares reports and dashboards, supports collections processes, develops action plans, and contributes to training, coaching, process improvement, and regulatory compliance.

Provides bilingual credit card lending and personal banking sales and service through remote customer channels. Advises customers on borrowing strategies, evaluates or recommends credit decisions, processes lending requests, resolves complex issues, identifies referrals, and follows regulatory, privacy, anti-money-laundering, and risk-management requirements. Maintains knowledge of lending products and market trends while delivering efficient customer experiences.

Supports mortgage renewals and financing sales through inbound and outbound customer contacts. Advises customers on home financing, negotiates pricing, processes transactions, makes referrals, handles escalations, and ensures regulatory compliance. Maintains knowledge of lending products, market trends, and contact-center processes while delivering professional bilingual service in French and English.

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.