Associate, Corporate Banking FIG – Banks & Broker Dealers

Application Deadline:

03/05/2026

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

Role Overview

The Associate will support the origination, structuring and relationship management of Financial Institutions (including Banks, Canadian Broker-Dealers and market infrastructure participants). This role combines FIG coverage responsibilities with exposure to Market Structure clients, requiring strong analytical skills, credit expertise and the ability to coordinate with product partners across Capital Markets. The Associate will play a key role in transaction execution, client support, and cross-selling initiatives.

Key Responsibilities

Coverage & Relationship Management

• Provide junior coverage and relationship management support for Global Banks, foreign bank operations in North America and Broker/Dealer - Market Structure clients.
• Assist in preparing client pitch books, briefing memos, call reports, and presentations.
• Monitor client, industry, and regulatory developments impacting portfolios.
• Support prospecting and pre-qualifying client opportunities.

Deal Structuring & Execution

• Assist in structuring and executing credit transactions, including preparation of credit documentation (applications, memoranda).
• Conduct financial analysis and credit assessments on new and existing relationships.
• Support transaction flow and inquiries related to trade finance and liquidity products.

Product & Cross-Selling Initiatives

• Coordinate with product specialists to deliver integrated solutions across Capital Markets (FX, Fixed Income, Derivatives, DCM, Cash Management, Trade Finance).
• Support new product rollouts and strategic initiatives to deepen client penetration.
• Assist in managing FIG deposit/liquidity book and identifying portfolio diversification opportunities.

Collaboration & Development

• Work closely with senior bankers and product partners to ensure successful deal completion.
• Build strong internal relationships and contribute to team initiatives.
• Take an active role in special projects and process improvement efforts.

Qualifications

• Experience: Minimum 3 years in corporate/commercial lending, FIG coverage, or related financial services role.
• Education: Undergraduate degree in finance, economics, or accounting required; MBA or CFA an asset.

Skills:

• Solid understanding of capital markets and investment banking products.
• Strong credit analysis and financial modeling capabilities.
• Proficiency in financial applications and database management tools.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deliver under tight timelines.
• Assets: Experience with CIRO or FINRA-regulated broker-dealers; familiarity with organizational lending and portfolio management policies.

Base Salary: $115,000

Salary:

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: 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.