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Associate ,Corporate Sales and Structuring

Reference ID: 1900001973

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Reporting directly to Managing Director & Head Commercial Sales, this position is responsible for quoting and booking foreign exchange transactions for mid-sized corporates in Western Canada. Additionally, the candidate will help with onboarding, reporting and creation of marketing material for the FX Team. The candidate contributes to the overall profitability of the Foreign Exchange Group through the maintenance of strong relationships with branch representatives & clients, and by ensuring accurate information is available and easily accessible. Additionally, the candidate will work closely with the commodities team to help with reporting and marketing material.

Client Relations
    •Provide pricing of foreign exchange currencies to Bank of Montreal clients across Western Canada •Quote spot, forward and options prices as needed •Provide demos of Online Banking for Business (OLBB) to clients and troubleshoot issues •Ensure all direct dealing transactions are correctly booked •Assist with onboarding requirements for new clients •Produce written presentations and pitch material for clients •Research and analyze financial market data; summarize data for recent trends and market developments

Systems and Information Management
    •Ensure all systems rates are current and update when required •Assist FX and Commodities groups with electronic systems •Use appropriate systems to accurately price FX products •Ensure proper client information is updated in customer database

    •An undergraduate degree with outstanding academic achievement •Specific academic coursework in finance, economics, math, engineering or accounting •Strong understanding of, and keen interest in, the operation of the financial markets •Relevant experience within financial markets, performing financial analysis in a client facing role is preferred •Familiarity with basic derivatives including options and swaps
    •Excellent analytical skills •Strong attention to detail •2-3 years relevant experience in FX or Trading Products •Highly developed professional written and oral communication skills. Takes responsibility for understanding others •Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet •Programming ability in VBA desired but not required •Ability to be creative, insightful and resourceful in performance of duties. •Strong interpersonal skills to work with team members, other groups, and clients. Need to be personable, confident, credible •Ability to function in a demanding team environment, multi-task under what can be short timelines, and manage multiple projects and requests in an organized manner •Excellent capability to independently function as part of a team through self-motivation

We're here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do - helping people is in our DNA. For 200 years we have thought about the future-the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.

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 .

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.

Posted: February 13, 2019
Closes: April 14, 2019
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Company Info
10,000+ employees
Banking & Finance

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About BMO

THERE’S NEVER BEEN A BETTER TIME TO BE PART OF BMO. We’ve set our sights on being the bank that defines great customer experience. Our customers’ needs are changing and so are we. Everyone who wo...