Director, Corporate Finance

1 month ago

Ottawa, Canada BMO Full time
Application Deadline:

05/01/2024

Address:
269 Laurier Avenue West

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
  • Leads and executes business development plans to that business goals are achieved or exceeded.
  • Provides strategic input into business decisions as a trusted advisor.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
  • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
  • May network with industry contacts to gain competitive insights and best practices.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Manages the risk of the assigned complex portfolio in a timely and precise manner.
  • Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
  • Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
  • Gathers data to advance sale process and completes all required documentation.
  • Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
  • Tracks implementation requests to keep the process on track with timelines.
  • Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
  • Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
  • Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
  • Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
  • Maintains current client information on Bank system/files to ensure client history is accurate and complete.
  • Ensures accurate billing to clients.
  • 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 situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:
  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
  • Demonstrated history of successful business development, including ability to network in external markets
  • Demonstrated knowledge of relevant industry verticals and market's competitive environment
  • Experience in contact negotiations with both clients and legal counsel
  • Experience drafting responses to complex RFPs
  • Experience with Sales Strategy and Sales referral process development
  • Risk Management - In-depth
  • Sales and Service Management -In-depth
  • Relationship Management - In-depth
  • Change Leadership - Working
  • Conflict Management & Resolution -In-depth
  • Resource Planning - Working
  • Business Acumen - In-depth
  • Financial and Working Capital Understanding - In-depth
  • Strategic Thinking - Working
  • Seasoned professional with a combination of education, experience and industry knowledge.
  • Verbal & written communication skills - In-depth / Expert.
  • Analytical and problem solving skills - In-depth / Expert.
  • Influence skills - In-depth / Expert.
  • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
  • Able to manage ambiguity.
  • Data driven decision making - In-depth / Expert.

Grade:
8
Job Category:
Individual Contributor / Collaborateur
We're here to help

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.

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.

  • Jobs – Director, Corporate Financing

    4 weeks ago

    Ottawa, Ontario, Canada BDC Full time

    Job Description:The Director, Corporate Financing contribute to the growth of BDC Corporate Financing portfolio by sourcing, developing and recommending high quality transactions in accordance with BDC credit policies and risk parameters. The incumbent also acts as a "trusted advisor" to entrepreneurs while delivering outstanding customer relationship....

  • BDC Jobs

    1 month ago

    Ottawa, Canada BDC Full time

    Job Description: The Director, Corporate Financing contribute to the growth of BDC Corporate Financing portfolio by sourcing, developing and recommending high quality transactions in accordance with BDC credit policies and risk parameters. The incumbent also acts as a “trusted advisor” to entrepreneurs while delivering outstanding customer relationship....

  • Senior Director, Finance and Operations

    12 hours ago

    Ottawa, Canada CANARIE Inc. Full time

    Home / Careers / Senior Director, Finance and Operations Senior Director, Finance and Operations The Senior Director, Finance and Operations is a strategic leader who leads the evolution of CANARIE’s corporate services, including finance, procurement, financial systems, and program operations. The Senior Director, Finance and Operations is...

  • Senior Director, Finance and Operations

    3 days ago

    Ottawa, Canada CANARIE Inc. Full time

    Home / Careers / Senior Director, Finance and Operations Senior Director, Finance and OperationsThe Senior Director, Finance and Operations is a strategic leader who leads the evolution of CANARIE’s corporate services, including finance, procurement, financial systems, and program operations. The Senior Director, Finance and Operations is...

  • Senior Director, Finance and Operations

    3 days ago

    Ottawa, Canada CANARIE Inc. Full time

    Home / Careers / Senior Director, Finance and Operations Senior Director, Finance and OperationsThe Senior Director, Finance and Operations is a strategic leader who leads the evolution of CANARIE’s corporate services, including finance, procurement, financial systems, and program operations. The Senior Director, Finance and Operations is...

  • Senior Director, Finance and Operations

    3 days ago

    Ottawa, Canada CANARIE Inc. Full time

    Home / Careers / Senior Director, Finance and Operations Senior Director, Finance and OperationsThe Senior Director, Finance and Operations is a strategic leader who leads the evolution of CANARIE’s corporate services, including finance, procurement, financial systems, and program operations. The Senior Director, Finance and Operations is...

  • Director of Finance

    2 weeks ago

    Ottawa, Canada Marler & Associates Search Full time

    Language requirements: English essential Our client is a Canadian-based non-profit that works in 25 countries to mobilize and inspire all underserved and disadvantaged young people with digital literacy, 21st century skills, and the self-confidence that will enable them to thrive in an inclusive digital economy. They work with youth, the private sector,...

  • Director of Finance

    3 weeks ago

    Ottawa, Canada Marler & Associates Search Full time

    Language requirements: English essential Our client is a Canadian-based non-profit that works in 25 countries to mobilize and inspire all underserved and disadvantaged young people with digital literacy, 21st century skills, and the self-confidence that will enable them to thrive in an inclusive digital economy. They work with youth, the private sector,...

  • Director of Finance

    3 weeks ago

    Ottawa, Canada Marler & Associates Search Full time

    Language requirements: English essential Our client is a Canadian-based non-profit that works in 25 countries to mobilize and inspire all underserved and disadvantaged young people with digital literacy, 21st century skills, and the self-confidence that will enable them to thrive in an inclusive digital economy. They work with youth, the private sector,...

  • Director Of Finance

    4 weeks ago

    Ottawa, Canada The Mason Group Full time

    Job Description: Are you an experienced finance leader with Controllership and FP&A experience? Are you looking for an organization where you can contribute and make an impact? Our client outside the Ottawa area is recruiting a Director of Finance to lead their manufacturing business to great heights! This role is ideal for individuals who enjoy leading and...

  • Director Of Finance

    4 weeks ago

    Ottawa, Canada The Mason Group Full time

    Job Description: Are you an experienced finance leader with Controllership and FP&A experience? Are you looking for an organization where you can contribute and make an impact? Our client outside the Ottawa area is recruiting a Director of Finance to lead their manufacturing business to great heights! This role is ideal for individuals who enjoy leading and...

  • Director Of Finance

    4 weeks ago

    Ottawa, Canada The Mason Group Full time

    Job Description: Are you an experienced finance leader with Controllership and FP&A experience? Are you looking for an organization where you can contribute and make an impact? Our client outside the Ottawa area is recruiting a Director of Finance to lead their manufacturing business to great heights! This role is ideal for individuals who enjoy leading and...

  • Director of Finance

    2 weeks ago

    Ottawa, Canada The Mason Group - Strategic Search Partners Full time

    Are you an experienced finance leader with Controllership and FP&A experience? Are you looking for an organization where you can contribute and make an impact? Our client outside the Ottawa area is recruiting a Director of Finance to lead their manufacturing business to great heights! This role is ideal for individuals who enjoy leading and mentoring others...

  • Director of Finance

    2 weeks ago

    Ottawa, Canada The Mason Group - Strategic Search Partners Full time

    Are you an experienced finance leader with Controllership and FP&A experience? Are you looking for an organization where you can contribute and make an impact? Our client outside the Ottawa area is recruiting a Director of Finance to lead their manufacturing business to great heights! This role is ideal for individuals who enjoy leading and mentoring others...

  • Director of Finance

    2 weeks ago

    Ottawa, Canada The Mason Group - Strategic Search Partners Full time

    Are you an experienced finance leader with Controllership and FP&A experience? Are you looking for an organization where you can contribute and make an impact? Our client outside the Ottawa area is recruiting a Director of Finance to lead their manufacturing business to great heights! This role is ideal for individuals who enjoy leading and mentoring others...

  • Senior Director, Finance and Operations

    3 days ago

    Ottawa, Canada CANARIE Full time

    About Us CANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage. Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...

  • Senior Director, Finance and Operations

    3 days ago

    Ottawa, Canada CANARIE Full time

    About UsCANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage.Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...

  • Senior Director, Finance and Operations

    2 days ago

    Ottawa, Canada CANARIE Full time

    About UsCANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage.Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...

  • Senior Director, Finance and Operations

    10 minutes ago

    Ottawa, ON, Canada CANARIE Full time

    About UsCANARIE connects Canada to the world. Our programs equip researchers, students, and startups in Canada to excel on the global stage.Together with our 13 provincial and territorial partners, we form Canada’s National Research and Education Network (NREN). This ultra-high-speed network connects Canada’s researchers, educators, and innovators to...

  • Director of Finance, Finance and Risk Performance

    4 weeks ago

    Ottawa, Canada Health Standards Organization Full time

    Director of Finance, Finance and Risk Performance Thursday, March 21, 2024 Director of Finance , Finance and Risk Performance Salary: Commensurate with experience Location: Ottawa (Hybrid Work Model) | Montreal (Hybrid Work Model) | Toronto (Hybrid Work Model) | Possibility of Remote ABOUT THE ROLE: Health Standards...