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Added 13 mins ago
B
ISO 20022 Product Manager
BMO
Toronto, ON · YNG
- Full-time
The ISO 20022 Product Manager defines and delivers the strategy, roadmap, and lifecycle management for ISO 20022-enabled payment products and capabilities. The role translates client,…
Added 13 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 13 mins ago
DT
Assistant Manager II
Dollar Tree Stores
North Battleford, SK
- Full-time
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
Added 28 mins ago
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Bilingual Communications Coordinator (*1 Year Contract*)
CAPREIT
Toronto, ON
- Other
Reporting to the Senior Manager, Strategic Resident Experience and Communications, the Bilingual Communications Coordinator will support a broad portfolio of strategic and operational…
Added 28 mins ago
WO
Manager, HIS Applications
William Osler Health System
Brampton, ON
- Full-time
The Manager, HIS applications is an experienced leader who provides strategic, technical, and managerial leadership to the Applications Team. Reporting to the Director, HIS Applications,…
Added 28 mins ago
RK
Office Services Clerk (1 year contract)
Rakuten Kobo Inc.
Toronto, ON · Kobo-ON-John Street
- $48,400 to $67,583.5 CAD / year
- Full-time
Rakuten Kobo Inc. is looking for an Office Services Clerk to join our Facilities team for a one-year onsite contract with the possibility of extension. The team helps create a welcoming,…
Added 28 mins ago
TP
Business Development Manager - Mining
Trycewell Partners Inc.
Vancouver, BC
- Full-time
…construction and industrial services organization to recruit a Manager, Business Development - Mining. This position can be based in Vancouver, Kamloops or Prince George, British…
Added 43 mins ago
Employment Consultant - Integrated Employment Services (Brampton)
ACCES Employment
Brampton, ON
Contract Length: 1-year contract with opportunity for extension
Added 43 mins ago
MD
Service Desk Manager - End User Support - Information Syst Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Service Desk Manager - End User Support
Added 43 mins ago
NR
Financial & Special Projects Consultant
Niagara Region
ON · Niagara, ON
- Full-time
Acts as project manager for assigned initiatives. (20% of time)
Added 43 mins ago
CL
Finance Manager
Community Living - Fort Erie
Fort Erie, ON
- Part-time
PURPOSE OF POSITION: Under the general direction and supervision of the Executive Director, the Finance Manager provides strategic and operational leadership for the financial management of…
Added 43 mins ago
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Branch Manager
BMO
Waterloo, ON
- Full-time
Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
Added 43 mins ago
B
Customer Service Representative
BMO
Cowansville, QC
- Part-time
Added 43 mins ago
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5728 - Assistant Store Manager FT
Lids
Guelph, ON
- $19 to $20 USD / hour
- Full-time
Act as Manager on duty for any employee scheduling issues, customer complaints, etc. when Store Manager is not present.
Added 43 mins ago
TI
Commercial Installation Specialist
telMAX Inc.
Newmarket, ON
- $55,000 to $70,000 CAD / year
- Full-time
Reporting to the Manager, Field Operations within Customer Operations, you will own the day-to-day details of commercial installs: install planning, scheduling, contractor coordination,…
Added 43 mins ago
TI
Commercial Installation Specialist
telMAX Inc.
Markham, ON
- $55,000 to $70,000 CAD / year
- Full-time
Reporting to the Manager, Field Operations within Customer Operations, you will own the day-to-day details of commercial installs: install planning, scheduling, contractor coordination,…
Added 43 mins ago
L
5730 - Store Manager (H)
Lids
Nanaimo, BC
- $23 USD / hour
- Full-time
Manage and direct in-store team members to ensure optimal customer service that values customers’ time and supports overall store operations.
Added 43 mins ago
LM
Hardware Engineer Senior
Lockheed Martin
Dartmouth, NS
- Full-time
…coordinates preparation of project documentation to ensure customer contract and company requirements are met. Prepares specifications, evaluates vendors, and analyzes test…
Added 43 mins ago
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7793 - 3rd Key
Lids
AB · Edmonton, AB
- $15.5 USD / hour
- Part-time
…identifying and evaluating candidates for employment or future contract opportunities, and maintaining recruiting and hiring records. Upon a conditional job offer, we may require additional…
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
A
Senior Project Manager
ATCO
Calgary, AB
- Full-time
The Senior Project Manager reports to the Manager, Projects and is accountable for leading the delivery of complex and strategically significant capital projects across the project…
Added 1 hour ago
Civil Engineer II - Senior Waterworks Design Engineer - REPOST
City of Vancouver
Vancouver, BC
…main). The position provides design, project management and contract management during the design and construction of infrastructure projects; establishes water system requirements for…
Added 1 hour ago
E
Manager, Project Delivery
EPCOR
Edmonton, AB
- Full-time
We are hiring multiple full-time permanent Manager, Project Delivery positions across EPCOR's water and wastewater operations in Edmonton, Alberta. These opportunities support a variety of…
Added 1 hour ago
RD
Engagement Delivery Manager
Randstad Digital
Toronto, ON
- $104,800 to $154,800 CAD / year
- Full-time
As an Engagement Delivery Manager, you will be at the center of Randstad Digital's services to drive our customers' success. We are looking for a tech services leader who is versatile and…
Added 1 hour ago
R(
Assistant Store Manager (Contract - 12 months) - SmartCentre Halifax
Reitmans (Canada) Ltée/Ltd
Halifax, NS
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…

BMO

Vice President, Client Documentation Onboarding

Toronto, ON, Canada
FCP, Canada

Full-time

Apply About employer

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.

Apply About employer

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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