AVP/VP, BMO Corporate Advisory

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The BMO Corporate Advisory team advises commercial banking clients and prospects on liquidity to shareholders, buy-side M&A, and other corporate finance engagements. The team is comprised of former investment banking, private equity, management consulting, corporate development, and commercial banking professionals and is looking to hire a new Associate Vice President / Vice President.

Provides specialized, corporate advisory services to Commercial Banking clients and to Commercial and Corporate Relationship Management teams during multi-disciplinary, non‑routine business events. Supports transaction‑driven engagements such as ownership transitions, mergers and acquisitions, recapitalizations, and strategic alternatives. Delivers independent analysis and advisory recommendations; does not own ongoing client relationships, portfolios, or credit decisions.

• Operates as key member of the deal team to nurture and grow a pipeline of corporate advisory opportunities that exceed ROE thresholds on a proactive basis.
• Delivers exceptional customer service that builds trust through expertise, and responsive support.
• Acts as a trusted advisor to Relationship Management teams on approach and engagement scope for complex client situations and transaction considerations.
• Leads components of advisory engagements including analysis, recommendations, and participation in client discussions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Ensures alignment between Relationship Managers, internal partners, and deal team stakeholders.
• Works with specialists to support successful engagement outcomes.
• Breaks down complex advisory problems and analyzes data to provide actionable insights and recommendations.
• Ensures analytical outputs support decision‑making and advisory judgment.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages assigned advisory work across multiple concurrent engagements.
• Coaches and mentors junior advisors, providing technical guidance and feedback.
• Provides corporate advisory support for transaction‑driven client events, including mergers and acquisitions, ownership transitions, capital allocation, recapitalizations, Employee Stock Ownership Plan (ESOP) structures and strategic reviews.
• Analyzes complex financial, structural, and strategic information to develop advisory recommendations aligned with client objectives and BMO risk appetite.
• Participates in and supports deal teams, collaborating with Relationship Managers and internal partners (e.g., Credit, Risk, Legal, Capital Markets).
• Delivers advisory-based engagements with defined scope, timelines, and deliverables.
• Applies sound judgment and independent thinking to non‑routine advisory situations, escalating issues as required.
• Ensures all advisory activity complies with policies, regulatory requirements, and internal governance standards.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Undergraduate or graduate degree in business, finance or accounting preferred.
• ESOP, M&A Markets expertise - buyside and sell side, preferred.
• Expertise in data analysis tools and financial analysis required.
• Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
• SIE Exam, Series 63, Series 79 (Investment Banking Representative) license typically required.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Salary:

Pay Type:

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.