Analyst, Broker Management

Final date to receive applications:07/24/2026

Address:33 Dundas Street West Job Family Group:

Business Management The Analyst, Broker Management roleplays a key support role within BMO Broker Edge, contributing to the efficient management, onboarding, and ongoing support of broker relationships. This position is responsible for administrative coordination across broker lifecycle processes, training oversight, compliance support, and handling escalated broker and client inquiries.

The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced environment with multiple stakeholders.

Bilingual language skills in French and English are an asset

Key Responsibilities Broker Lifecycle Management Support broker onboarding and offboarding processes, ensuring timely and accurate completion of all administrative requirements

Maintain and update broker records, documentation, and systems in alignment with internal policies

Coordinate with internal teams to ensure a seamless broker experience

Training & Compliance Support Assist in the coordination and tracking of broker training programs (initial onboarding and ongoing education)
Ensure brokers meet required compliance standards and regulatory requirements

Maintain training records and support audit readiness

Escalation Management Provide administrative support in resolving broker and client escalations

Assist with identity verification (IDV) processes and documentation review as required

Collaborate with internal partners to ensure timely issue resolution while maintaining a high level of client service

Operational & Administrative Support Support day-to-day operational activities to improve team efficiency and effectiveness

Assist with reporting, documentation, and process tracking

Identify opportunities for process improvement and contribute to operational enhancements

Stakeholder Engagement Build and maintain effective working relationships with internal stakeholders (e.g., compliance, operations, sales teams)
Act as a point of contact for administrative inquiries from brokers and internal partners

Support cross-functional initiatives to drive growth and operational excellence

Additional Responsibilities Take on ad hoc projects and tasks as assigned to support business growth and strategic priorities

Qualifications & Skills Education & Experience Post-secondary education in business, finance, or a related discipline preferred1–3 years of experience in an administrative, operations, or financial services environment

Core Competencies Strong organizational and time management skills with high attention to detail

Ability to manage multiple priorities in a fast-paced environment

Excellent communication and interpersonal skills

Strong problem-solving abilities and sound judgment

Technical Skills Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
Experience working with CRM systems or internal workflow tools is an asset

Other Attributes Team-oriented mindset with a proactive approach

Ability to handle sensitive information with discretion and confidentiality

Adaptability and willingness to take on new responsibilities

Salary :$36 000,00 - $54 500,00

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:  UsAt 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…