BMO Financial group
Commercial Banking
AssociateDirector
Neural analysis suggests this role is
optimal for Mid candidates.
“Associate Director at BMO Financial group. Skills: Asset Based Lending, Financial analysis, Client relationship management. Manage client portfolio. Support loan origination”
Industry & Context.
Analytical skills; Quantitative skills; Financial analysis; Accounting analysis; Data analysis; Statistical analysis; Creative thinking; Resolve issues; Address unique situations; Find solutions to complex problems
What They're Looking For.
Must Have
Master or MBA degree (finance, accounting, economics, or related field) with 3 years of relevant experience, undergraduate degree with 5-7 years of relevant experience, computer literacy and technical skills as it relates to basic Microsoft Office applications (Excel, Word, PowerPoint), Excellent verbal & written communication skills, 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
Nice to Have
Previous experience in an asset-based lending role, 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, Well developed analytical and quantitative skills with a focus on financial and accounting analysis, as well as data and statistical analysis
What You'll Do.
Manage client portfolio
Support loan origination
Analyze financial and operational data
Provide financial analysis
Assess risk of customers
Execute business development plans
Act as key contact for clients
Develop client relationships
Participate in sales activities
Manage annual review process
Manage interim reviews
Manage quarterly reports
Monitor portfolio risk
Make recommendations to senior leaders
Conduct independent analysis
Maintain accurate documentation
Ensure adherence to policies
Address unique situations
Find solutions to complex problems
How You'll Work.
Team & Collaboration
Work closely with various internal partners; Collaborative team approach
Communication Scope
Excellent verbal & written communication skills; Bilingual (French/English) both written and oral
Process & Methodology
Manage multiple tasks, Meet time sensitive deadlines
Full Job Description
Application Deadline: 06/04/2026 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 man
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