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Associate Director, Retail Equity Trading - FR R250022013 Toronto

Bank of Montreal (BMO)

Toronto, Ontario

Associate Director, Retail Equity Trading - FR R250022013 Toronto

Bank of Montreal (BMO)

Toronto, Ontario
 
Salary: Information not available
 

Date limite pour présenter sa candidature :

09/30/2025

Adresse :

100 King Street West

Groupe de famille d'emploi :

Ventes et service, Marchés des capitaux

Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank’s exposure and adhering to regulatory statutes.

  • Contributes to growing / elevating the BMO and BMO Capital Market brand with a commitment to and presence in the community.
  • Operates as key member of the deal team with efforts to maximize sector penetration and returns.
  • Institutes cross-selling initiatives to increase ranking with client.
  • Manages a client book and is accountable for the risk, profit & loss and limits for the book.
  • Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue the assigned territory.
  • Maintains strong relationships with investors, understands their portfolio, and matches the firm services and products to client needs.
  • Works closely with sales, trading and research teams to provide seamless client coverage including fulfilling client requests for market updates and providing clients with specific product information.
  • Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.
  • Contacts customers to present available investment services and develop client prospects from among current customers, referral leads and other sources.
  • Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
  • Identifies and leverages key decision makers and influencers in client / internal organizations.
  • Develops and/or facilitates development of client-focused solutions based on financial expertise, organizational, technical, regulatory and environmental client awareness.
  • Distills market and internal data to negotiate solutions, terms and conditions with clients / internal counterparts.
  • Identifies opportunities for increased efficiency and improved service to internal and external clients and acts as a positive change agent to drive improved efficiency and effectiveness.
  • Verifies that all confirms on trades or sales are accurate and promptly delivered.
  • Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.
  • Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.
  • Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.
  • Develops marketing ideas and helps initiate transactions through appropriate presentation of financial data.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Develops and leverages relationships across businesses, senior leaders and clients to foster and support coordination.
  • Ensures alignment between stakeholders.
  • Cultivates strong relationships with the research team in order to understand their industries and stock coverage.
  • Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.
  • Defines problems, collects data, establishes facts, and draws valid conclusions.
  • Develops an understanding of and proficiency in using all required systems and models.
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Helps colleagues with the presentation of information and prepares proposals for their review.
  • Assists colleagues in the research and resolution of administrative/operational issues.
  • Understands the complexity of transactions and related risk (credit, market, operational, legal / compliance, etc.).
  • Maintains and develops knowledge of client systems/applications and the internal web-based research document database
  • Executes orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in requested transaction. All transactions must be recorded accurately and frequently reviewed for accuracy.
  • Receives and reviews all transactions to ensure accuracy and that transactions conform to the regulations of SEC, NASD, and other regulatory agencies.
  • Tracks supply and demand and evaluates market development.
  • Operates within position and loss limits as prudent management of the Bank’s exposure.
  • Manages risk related to pricing and sales/trading of the book.
  • Balances the Bank's risk appetite with the client needs in making recommendations/proposal.
  • Manages firm’s risk and takes action to reduce exposure in developing and delivering client strategies including the development of hedging and trading strategies.
  • Identify opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
  • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Degree in Accounting/Economics/Mathematics/Statistics, CFA preferred, MBA optional
  • Thorough knowledge of capital markets, pricing, and sales/trading/hedging strategies.
  • Strong understanding of broader regulatory and financial concepts.
  • Series 7, 63, and 55 licenses required.
  • Advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
  • Strong financial analysis skills.
  • Strong risk management skills.
  • Deep knowledge and technical proficiency gained through extensive education and 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.

The salary base range for this role is 105,000 to 125,000 in Toronto

Salaire :

Type de rémunération :

Salaire

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale

À propos de nous

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.

Pour toute question concernant cet employeur et le processus de demande d’emploi, veuillez contacter :


Diversity and Recruitment Team

E mail: diversity.recruitment@bmo.com


About Bank of Montreal (BMO)

We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.

BMO is a top ten North American bank that provides personal and commercial banking, global markets and investment banking services to 13 million customers and clients. Founded in 1817, we’re driven by our Purpose: Boldly Grow the Good in business and life. BMO has established itself as a destination for top talent, with an employee experience that’s built on   personalized career development opportunities, a performance-driven winning culture, competitive rewards and benefits, and a deepcommitment to the health and well-being of our people.

If you’re ambitious, curious, creative, and eager to make an impact, you should consider BMO as a place to build your career.

#ProudtoWork@BMO