Address:

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30 locations around the world, including 20 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $1.5 trillion total assets and approximately 53,000 employees as of January 31, 2026.

The role is to support the Client Onboarding team within the Client Enablement group.

Responsibilities:

• Develop and maintain automation solutions (e.g., Power Automate, workflow tools, low‑code solutions) to reduce manual effort and operational risk
• Assist with creating, updating and maintaining client documentation using Adobe Indesign
• Leveraging AI (LLM, Agentic) to drive process efficiency
• Design and produce regular and ad-hoc metrics reports, and dashboards.
• Manage and maintain the online portal for electronic delivery of confirmations and statements.
• Enroll clients for electronic delivery of confirmations and statements.
• Review and manage clients’ physical return mail (confirmations and statements).
• Perform quality control review of the daily accounts opened.
• Perform data quality assurance checks in source product systems.
• Review escalations and queries from internal stakeholders.
• Coordinate work of the offshore teams.
• Assist with data preparation and reconciliation for ongoing projects.
• Support management with data analysis and provide relevant insights/recommendations.
• Document and maintain operational procedures and processes.
• Think creatively and propose new automation solutions.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Currently in undergraduate studies or non-MBA masters program with a graduation date of December 2027, 2028, 2029
• Proven track record of excellent academic standing, extra curricular participation and demonstrated interest in finance.
• MS Office Suite (Word, Excel, PowerPoint) knowledge
• AI (LMM, Agentic, etc) , data analytics, or coding experience (Python, SQL, VBA)
• Experience with process automation tools (e.g., Power Automate).
• Experience with Adobe product suites including InDesign for document creation
• Assist with
• Analytical and problem-solving skills.
• Verbal and written communication skills.
• Team-work and collaboration skills.
• Business acumen and good judgement.
• Knowledge and experience in data management, data analysis, and automation.
• Interest in Capital Markets and Banking is a plus.

Desired programs would be Computer Science, Computer Engineering, Software Engineering, or related.

Application:

Please submit the following documents as a single PDF file and submit under the Resume section of the online application.  

• One-page resume 
• Unofficial Transcript
• Cover Letter (optional)

Please note the salary for this specific position is $70,000 CAD.

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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At 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 our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.