AVP​/VP, BMO Corporate Advisory

The BMO Corporate Advisory team advises commercial banking clients and prospects on liquidity to shareholders, buy-side M&A, and other corporate finance engagements. The team is comprised of former investment banking, private equity, management consulting, corporate development, and commercial banking professionals and is looking to hire a new Associate Vice President / Vice President.

Provides specialized, corporate advisory services to Commercial Banking clients and to Commercial and Corporate Relationship Management teams during multi-disciplinary, non‑routine business events. Supports transaction‑driven engagements such as ownership transitions, mergers and acquisitions, recapitalizations, and strategic alternatives. Delivers independent analysis and advisory recommendations; does not own ongoing client relationships, portfolios, or credit decisions.

• Operates as key member of the deal team to nurture and grow a pipeline of corporate advisory opportunities that exceed ROE thresholds on a proactive basis.
• Delivers exceptional customer service that builds trust through expertise, and responsive support.
• Acts as a trusted advisor to Relationship Management teams on approach and engagement scope for complex client situations and transaction considerations.
• Leads components of advisory engagements including analysis, recommendations, and participation in client discussions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Ensures alignment between Relationship Managers, internal partners, and deal team stakeholders.
• Works with specialists to support successful engagement outcomes.
• Breaks down complex advisory problems and analyzes data to provide actionable insights and recommendations.
• Ensures analytical outputs support decision‑making and advisory judgment.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages assigned advisory work across multiple concurrent engagements.
• Coaches and mentors junior advisors, providing technical guidance and feedback.
• Provides corporate advisory support for transaction‑driven client events, including mergers and acquisitions, ownership transitions, capital allocation, recapitalizations, Employee Stock Ownership Plan (ESOP) structures and strategic reviews.
• Analyzes complex financial, structural, and strategic information to develop advisory recommendations aligned with client objectives and BMO risk appetite.
• Participates in and supports deal teams, collaborating with Relationship Managers and internal partners (e.g., Credit, Risk, Legal, Capital Markets).
• Delivers advisory-based engagements with defined scope, timelines, and deliverables.
• Applies sound judgment and independent thinking to non‑routine advisory situations, escalating issues as required.
• Ensures all advisory activity complies with policies, regulatory requirements, and internal governance standards.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
• 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…