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Added 2 mins ago
CM
Project Planner - Nuclear
Cooper Moss Rutland
Canada
- Full-time
…recognised globally, with CMR named Global Project Controls Small Business of the Year 2025 (Project Controls Expo UK Awards) and one of the UK’s Best Workplaces in 2026 (Great Place to…
Added 2 mins ago
B
Managing Director & Head, Credit and Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
The role sets the standards and the operating model. Lending Unit PM leaders own business execution, staffing and portfolio outcomes. The role partners with Risk & Financial Management,…
Added 2 mins ago
Senior Manager, Change Management
Scotiabank
Toronto, ON
The Senior Manager, Communications & Change Management leads strategic communications in support of Enterprise Delivery Office (EDO) priorities across the Technology organization. Reporting…
Added 2 mins ago
Manager, Associate Private Bankers
Scotiabank
Vancouver, BC
…administration of the Private Banking team’s assigned book of business. The incumbent ensures the team of Associates delivers exceptional personal service and leads the overall day-to-day…
Added 2 mins ago
Renewable Power Senior Engineer
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Mississauga, ON
…better world through positive change. With more than 70 years of business and technical expertise in mining, energy, and infrastructure, our 10,000 colleagues in 150 countries tirelessly…
Added 18 mins ago
SC
Security Dispatcher - Energy Sector
Securitas Canada
Windsor, ON
- Part-time
…second largest provider of security services globally. We have business operations in 45 markets and capabilities spanning from guarding to tech-enables security. We provide Integrated…
Added 18 mins ago
P
Store Manager - Southcentre Mall
Pandora
Calgary, AB
- Full-time
The Store Manager will be the ultimate Pandora Fan. As the Store Manager, you will fully immerse yourself in our brand, culture, product whilst taking immense pride in delivering…
Added 18 mins ago
E
Manager, PUDO Pricing & Monetization
eBay
Toronto, ON
- Full-time
…platform empowers millions of buyers and sellers in more than 190 markets around the world. We’re committed to pushing boundaries and leaving our mark as we reinvent the future of ecommerce…
Added 18 mins ago
MI
Junior Quality Engineer
Magna International
Brampton, ON
- Full-time
…components for automotive, commercial truck and other industrial…
Added 18 mins ago
GV
Lead Project Manager – Grid Automation
GE Vernova
Markham, ON
- $110,100 to $165,200 CAD / year
- Full-time
As Lead Project Manager – Grid Automation, you will take ownership of a portfolio of concurrent Grid Automation projects - spanning Protection Relays, Substation & Distribution Automation,…
Added 33 mins ago
PG
Underwriting Associate
Peoples Group
AB · Vancouver, BC · Toronto, ON · Calgary, AB
- Full-time
Coordinate with Account Manager and regional VP on new loan applications for all types of real estate transactions from inquiry stage to formal commitment.
Added 33 mins ago
AF
Branch Manager - Office 1705
Attain Finance
North Vancouver, BC
- Full-time
…held various positions, which allowed me to adapt to diverse markets, broaden my skill set, and gain a comprehensive understanding of the business. In 2024, I was honored to take on the…
Added 33 mins ago
T&
Senior Risk Manager
Turner & Townsend
Ottawa, ON
- Full-time
…premier programme, project and cost management offering in markets around the…
Added 33 mins ago
H
Senior Product Manager (12 month contract)
HighlightTA
Remote, Canada
- $110,800 to $138,500 CAD / year
- Full-time
- Remote
The Senior Product Manager (12-month contract) role is responsible for developing and executing product strategies and roadmaps aligned with business goals and market trends. The role…
Added 33 mins ago
S
Manager, Real Estate
Subway
Toronto, ON
- Full-time
At Subway, we are not standing still. We are building. This is a business focused on what matters most: growing franchisee profitability, strengthening our brand and creating long-term…
Added 33 mins ago
D
Manager, Actuarial Insurance Solutions (AIS) - Property & Casualty
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- Full-time
…people can find meaning and opportunity. It builds consumer and business confidence, empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and…
Added 48 mins ago
T
TDS Operations Analyst II, Client Enablement
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 48 mins ago
Interim Retail Store Manager
Fire & Flower Inc.
Ottawa, ON
The Interim Retail Store Manager is responsible for the daily operations and profitability of their assigned location(s), according to set goals and business objectives. Daily operations…
Added 48 mins ago
C
Director, Product Management, Global Asset Management
CIBC
Toronto, ON
- Full-time
…decision-making across complex portfolios. As a Senior Product Manager, you'll lead the product development, management, and delivery of our in-house Enterprise Risk Management Multi-Asset…
Added 1 hour ago
D
Analyst, Asset Management
Dream
Saskatoon, SK
- Full-time
…and assisting in the creation of reports, presentations and business plans that will deliver value-added management for the portfolio. Aside from regular reporting, this role will support…
Added 1 hour ago
SP
Program Manager, Major Projects.
Spark Power
AB · Edmonton, AB
- Full-time
During periods when this role is not directly executing an active project or program, the Program Manager, Major Projects is integrated into Spark Power's commercial operations, supporting…
Added 1 hour ago
SP
Application Support Analyst
Spark Power
Remote, Canada
- Full-time
- Remote
Spark Power, a trusted partner in energy in North America, is seeking a Application Support Analyst Reporting to the Manager, Enterprise Applications, the Application Support Analyst…
Added 1 hour ago
Senior Manager, Business Technology Analyst (FX Technology)
Scotiabank
Toronto, ON
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Added 1 hour ago
Senior Manager, Data Strategy and Operations
Scotiabank
Toronto, ON
…is seeking a delivery-focused data leader to serve as Senior Manager, Data Strategy and Operations. Reporting to the Director, Data Strategy Enablement and Operations, you will execute the…
Added 1 hour ago
OP
Senior Manager, Liquidity
Ontario Public Service Leadership | Leadership dans la fonction publique de l’Ontario
Toronto, ON
- $190,055 to $201,420 CAD / year
- Full-time
The Ontario Financing Authority is seeking an accomplished capital markets leader to serve as Senior Manager, Liquidity, a high-impact role responsible for safeguarding the Province's…

BMO

Vice President, Client Documentation Onboarding

Toronto, ON, Canada
FCP, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 18, 2026
Education: Bachelor’s degree
Posting language: English
Posted: Nov 4, 2026

Original job description

Application Deadline:

11/17/2026

Address:

100 King Street West

Job Family Group:

Customer Shared Services

The Vice President, Client Documentation Onboarding is responsible for managing the end-to-end onboarding and documentation process for institutional clients across Capital Markets products and services. The role serves as a central point of coordination among Sales, Trading, Legal, Credit, Compliance, Risk Management, Operations, and external clients to facilitate the efficient execution of master trading agreements and timely client onboarding.

The Vice President will oversee the negotiation, execution, and implementation of client agreements, ensure compliance with internal policies and regulatory requirements, and drive process improvements designed to enhance the client experience while mitigating operational and legal risk.

Key Responsibilities

Client Onboarding Management

Manage all aspects of the client onboarding lifecycle from mandate through account activation.
Coordinate onboarding activities across internal stakeholders, including Front Office, Legal, Compliance, KYC/AML, Credit Risk, Operations, Treasury, and Product Control teams.
Act as the primary point of contact for clients regarding onboarding documentation requirements and status updates.
Facilitate onboarding of institutional clients, including asset managers, hedge funds, insurance companies, pension funds, corporations, banks, and sovereign entities.

Risk and Regulatory Oversight

Ensure master agreement onboarding activities comply with applicable regulatory and internal policy requirements.
Assist in the identification and escalation to legal, credit, and operations of issues causing bottleneck in the negotiation and onboarding of master trading agreements.
Monitor and track documentation exceptions and drive resolution of outstanding conditions precedent.
Maintain strong controls around document retention, approvals, and audit readiness.

Stakeholder Management

Develop strong partnerships with:
- Sales and Trading
- Relationship Managers
- In-house Legal Counsel
- Compliance and Regulatory Affairs
- Credit and Market Risk
- Operations and Client Service Teams
Provide regular reporting on onboarding pipeline activity, documentation status, and key performance metrics.
Represent the onboarding function in internal governance forums and project initiatives.

Process Improvement and Leadership

Drive continuous improvement initiatives to reduce onboarding cycle times and enhance the client experience.
Identify opportunities for process automation and workflow optimization.
Assist in developing onboarding procedures, controls, and documentation standards.
Support training and development of junior team members.
Participate in strategic initiatives involving new products, regulatory developments, and platform enhancements.

Qualifications

Education

Bachelor's degree required.

Experience

7-12+ years of experience in Capital Markets documentation, client onboarding, legal documentation, institutional relationship management, or a related financial services discipline.
Knowledge of institutional trading documentation and onboarding processes.
Familiarity with derivatives, securities financing transactions, foreign exchange, and capital markets products.

Skills and Competencies

Excellent negotiation and communication skills.
Strong project management and organizational capabilities.
Ability to manage multiple transactions and competing priorities simultaneously.
Strong analytical and problem-solving skills.
Proven ability to interact effectively with senior stakeholders and external clients.
Attention to detail and risk awareness.
Client-focused mindset with a commitment to operational excellence.

Please note the base salary for this role is $150,000 CAD.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

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.

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More about this job

Responsibilities

Oversee the end-to-end onboarding of institutional clients, coordinating internal teams and clients to negotiate, execute, and implement master trading agreements. Ensure regulatory and policy compliance, resolve documentation issues, report onboarding progress, and lead process improvements and team development.

Requirements

A bachelor's degree is required, along with 7–12+ years of experience in capital markets documentation, client onboarding, legal documentation, institutional relationship management, or a related financial services field. Candidates should understand institutional trading documentation and products such as derivatives, securities financing, and foreign exchange, and demonstrate strong negotiation, communication, project management, organizational, and risk-awareness skills.

Skills

Client Onboarding
Capital Markets Documentation
Master Trading Agreements
Negotiation
Regulatory Compliance
Risk Management
Stakeholder Management
Project Management
Process Improvement
Workflow Optimization
Analytical Problem-Solving
Communication
Documentation Controls
KYC/AML
Institutional Trading Products

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Capital Markets
Institutional Clients
Client Onboarding
Master Trading Agreements
Derivatives
Foreign Exchange
KYC/AML
Credit Risk
Market Risk
Regulatory Compliance
Documentation Exceptions
Conditions Precedent
Document Retention
Audit Readiness
Sales and Trading
Client Service
Treasury
Product Control
Workflow Optimization
Process Automation
Operational Risk
Legal Risk
Governance
Performance Metrics

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