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Sales Director, Corporate Finance

Job in Pickering, Ontario, Canada
Listing for: BMO
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Management
Job Description & How to Apply Below

Final date to receive applications:

03/12/2026

Address:

1340 Pickering Pkwy

Job Family Group:

Commercial Sales & Service

Corporate Finance Team Overview:

The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries. The team is responsible for marketing, managing, and monitoring large commercial loan portfolios, and also supporting credit requirements and cross selling efforts for other businesses including subordinated debt, equipment leasing, derivatives, cash management, and trade finance.

The team assesses financing opportunities of $10,000,000 or more, both on a syndicated and bilateral basis.

Job Overview

The Sales Director manages a commercial lending portfolio and supports the origination of new clients, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships by cross selling other products (e.g., derivatives, cash management & corporate cards, subordinated debt and equity, leasing, trade finance products, etc.).

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

  • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
  • Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
  • Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
  • Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
  • Manages high-value client portfolios, driving cross-selling, retention, and profitability.
  • Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
  • Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
  • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
  • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
  • Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
  • Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
  • Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
  • Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
  • Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
  • Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
  • Identifies share of wallet opportunities.
  • Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
  • Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous…
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