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Added 7 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Calgary, AB
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 7 mins ago
C
Part-Time Manager
Claire's
Calgary, AB
- $16 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 7 mins ago
AP
Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)
Abell Pest Control
Aylmer, ON · St. Thomas, ON
- Full-time
…successful transferable skills and be equally considered: route sales, route service, field sales, field service, service technician, territory representative, restaurant manager,…
Added 7 mins ago
CC
Retail Store Manager in Training
Canna Cabana
Martensville, SK
- Full-time
The Retail Store Manager in Training is responsible for the daily operations and profitability of the establishment according to set goals and business objectives. Daily operations include…
Added 7 mins ago
CC
Retail Shift Leader
Canna Cabana
Cranbrook, BC
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM/ASM
Added 7 mins ago
CC
Retail Shift Leader
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Saskatoon, SK · Circle Drive, Saskatoon, SK
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 7 mins ago
B
Proposal Writer - 12 Month Term
Benevity
Remote, Canada
- $77,800 to $106,920 CAD / year
- Full-time
- Remote
…alongside the team, mentor other writers and work with the Manager on bid/no-bid decisions and process…
Added 7 mins ago
B
Proposal Writer - 12 Month Term
Benevity
Remote, Canada
- Full-time
- Remote
…alongside the team, mentor other writers and work with the Manager on bid/no-bid decisions and process…
Added 7 mins ago
WC
Pricing Analyst
Waste Connections
Vancouver, BC
- Full-time
The Pricing Analyst supports the Controller and Sales Manager with customer quotes, bids, RFPs, and contract opportunities. Responsibilities include preparing and reviewing pricing,…
Added 7 mins ago
GD
Business Development Manager, Tactical Comms
General Dynamics Missions System International
Ottawa, ON
- Full-time
The Business Development Manager, International Tactical Communications and Information Systems (TacCIS) will be responsible for business strategic planning, direction and development of…
Added 7 mins ago
A
Deal Desk Specialist
Assent
Ottawa, ON
- $70,000 to $75,000 CAD / year
- Full-time
We’re looking for a Deal Desk Specialist to join our Sales Operations team and act as a trusted advisor to our global Account Executives (New Business and Customer Expansion) and Account…
Added 7 mins ago
A
Deal Desk Coordinator
Assent
Ottawa, ON
- $50,000 to $55,000 CAD / year
- Full-time
We’re looking for a Deal Desk Coordinator to join our Ottawa-based Sales Operations team. You’ll work alongside our Deal Desk Specialist and Sales Operations Manager, generating quotes,…
Added 7 mins ago
Lot Attendant (Aurora Ford Yellowknife)
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Want to become a General Manager of a dealership one day? MAKE IT HAPPEN, with endless possibilities at Go Auto!
Added 21 mins ago
WM
AP AR Specialist
Wyse Meter Solutions Inc.
Vaughan, ON
- $50,000 to $52,000 CAD / year
- Full-time
Prepare and process sales invoices and post into accounting system.
Added 21 mins ago
TS
TDS Operations Analyst I, Client Enablement
TD Securities
Toronto, ON
- Full-time
Collaborate with internal stakeholders, including senior leadership and Sales and Trading to review trade settlements, client reporting, and compliance activities and challenges. Act as a…
Added 21 mins ago
TS
TDS Operations Analyst II, Client Enablement
TD Securities
Toronto, ON
- Full-time
Collaborate with internal stakeholders, including senior leadership and Sales and Trading to review trade settlements, client reporting, and compliance activities and challenges. Act as a…
Added 21 mins ago
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Assistant Manager, Guest Experience | Place Ste-Foy
lululemon
Quebec, QC
- Full-time
Added 21 mins ago
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Recruiter
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Courtice, ON
- $30 to $37 CAD / hour
- Temporary
…primarily focusing on operations positions, with occasional sales hiring needs. You'll work closely with hiring managers to keep recruitment moving efficiently, deliver a positive candidate…
Added 21 mins ago
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Senior Manager, Global Sponsorships - 12-month contract - Tangerine
Tangerine
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…with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet…
Added 21 mins ago
WC
Business Development Manager
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BC · British Columbia, Canada
- Full-time
Job Description: As a Field Sales Representative, you will play a crucial role in driving growth and building strong relationships within the life sciences, pharmaceutical, and biotech…
Added 21 mins ago
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Sales Agronomist
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- Full-time
We are currently seeking a well experienced, dynamic, hands-on individual to fill the role of Sales Agronomist at our Paterson Crop Inputs facility located in Assiniboia, SK. Reporting to…
Added 21 mins ago
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Director, Utility Engineering & Business Development
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Highly effective communicator and proven manager of change
Added 21 mins ago
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Relationship Manager
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Toronto, ON
- $50 to $55 CAD / hour
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Added 21 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
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Morden, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 21 mins ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
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Saint John, NB
- Full-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards

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.

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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