Talent.com
Associate Director

Associate Director

BMOMONTREAL, QC, CAN
17 days ago
Salary
CA$68,000.00–CA$126,000.00 yearly
Job type
  • Part-time
  • Temporary
Job description

Job Description

  • Analyze financial information, agencies rating reports and other related materials.
  • Provide accurate financial analysis and risk assessment of new and existing customers.
  • Prepares credit recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data of new and existing clients.
  • Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
  • Manages the risk of the assigned complex portfolio in a timely and precise manner.
  • Leads and executes business development plans for clients.
  • Acts as a key contact to clients on credit related questions and develop strong relationship with clients.
  • Provides research and data gathering to facilitate solution to the client’s / prospect’s business and needs.
  • Participates in sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Coordinates service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business / group.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Broader work or accountabilities may be assigned as needed.

Qualifications :

  • Master or MBA degree (finance, accounting, economics, or related field) with a strong academic achievement with 1-3 years of relevant experience or an undergraduate degree with 3-5 years of relevant experience.
  • A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed, is an asset.
  • Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis.
  • Strong computer literacy and technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint).
  • Excellent verbal & written communication skills in French and English.
  • Excellent collaboration & team skills.
  • Negotiations skills with both clients and legal counsel.
  • Strong organizational and collaboration skills with the ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines.

    • Salary :

    68 000,00 - $126 000,00

    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 :

    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 .

    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.