Associate Director
At a glance
Highlights
- Bilingual French/English requirement
- Potential commission structure
- Comprehensive health and retirement benefits
Heads up
- Onsite work in Montreal
- Professional designation (CPA/CFA/CBV) preferred
Why this role might suit you
The role suits candidates with strong financial analysis and risk assessment expertise, experience in asset‑based lending, and bilingual communication skills, offering a blend of client relationship management and strategic loan structuring within a major Canadian bank.
Skills
About the role
Application Deadline:
05/14/2026
Address: 105 rue St-Jacques O
Job Family Group:
Commercial Sales & Service
Global Team Overview:
The Asset Based Lending (ABL) team within Canadian Commercial Banking is part of BMO Financial group and covers both public and private corporate clients operating in diversified and various other specialized industries. Financing solutions offered include, but are not limited to, senior, subordinated and mezzanine debt, in addition to equity. The ABL Team targets financing opportunities of $20 million or more, both on a syndicated and bilateral basis.
The selected candidate will join the Asset Based Lending Group, which focuses on senior debt financing opportunities with borrowers involved in the various industries across Canada. The Asset Based Lending Group has offices located in Toronto, Montreal, and Vancouver.
Job Overview
The Associate Director will be responsible for the account management of a growing portfolio of clients and support loan origination. As part of a collaborative team approach, the Associate Director will work closely with various internal partners to best serve and manage the existing client relationships as well as grow the portfolio. The Associate Director will make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data.
Job Description
The candidate will:
Provides accurate financial analysis and risk assessment of new and existing customers.
Leads and executes business development plans for clients.
Acts as a key contact for clients on credit related questions and develops strong relationship with the clients.
Participates in sales activities such as pitch preparation, client research, and prepares meetings with clients.
Directly manages the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Manages and monitors the risk of the assigned complex portfolio in a timely and precise manner.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business or the group.
Conducts independent analysis and assessment to resolve 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 3 years of relevant experience preferably in a transaction execution role or an undergraduate degree with 5-7 years of relevant experience. Previous experience in an asset-based lending role would be a definite asset.
A CPA, CBV, CFA or other relevant professional designation or advanced degree, ongoing or completed.
Good understanding of the Asset-Based Lending product, marketplace, and loan structuring would be preferable.
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 basic Microsoft Office applications (Excel, Word, PowerPoint).
Excellent verbal & written communication skills.
Strong organizational and collaboration skills with the ability to prioritize. work and manage multiple tasks while meeting time sensitive deadline.
Bilingual (French/English) both written and oral.
Salary:
$69,000.00 - $129,000.00
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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
Compensation
This Finance role pays $69k-$129k/yr. Within typical range for finance roles in Canada.
Questions about this role
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