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Added 11 mins ago
T
Manager, Operational Foundations
Thumbtack
Remote, Canada
- Full-time
- Remote
…is responsible for helping take ideas from 0 to 1 by leading strategic initiatives and bets, and partnering cross functionally with other teams to test, experiment, and implement new…
Added 11 mins ago
T
AVP Finance, RESL, Operations, & COO
TD
Toronto, ON
- Full-time
Partner with COO leaders to connect strategic priorities, transformation and operating performance to financial outcomes. Assess cross-business initiatives and execution risks, balancing…
Added 11 mins ago
PT
Principal Technical Program Manager
PAR Technology
Remote, Canada
- $160,000 to $190,000 CAD / year
- Full-time
- Remote
…meaningful outcomes. We are seeking an experienced Senior Program Manager to lead complex, cross-functional technology programs that support our strategic priorities and product…
Added 11 mins ago
I
District Manager CAN
Indochino
Vancouver, BC
- Full-time
The District Manager is leads showrooms across multiple provinces and time zones. Showroom Managers report directly to the District Manager. Additional showrooms or markets may be assigned…
Added 11 mins ago
D
Social Media & Student Engagement Coordinator
Dexterra
Charlottetown, PE
- $19 to $21.5 CAD / hour
- Full-time
This role goes beyond content creation, you’ll play a key part in driving engagement, increasing revenue through strategic marketing campaigns, and managing our e-commerce platform. You’ll…
Added 11 mins ago
BC
Construction Manager
Bantrel Co.
Edmonton, AB
- Full-time
…private ownership provides long-term business planning and strategic decision horizons supported by a strong financial…
Added 25 mins ago
FC
Senior Supply Chain Specialist
Federated Co-operatives Limited
Saskatoon, SK
- Full-time
…suppliers, warehouses, and internal stakeholders to support strategic sourcing and operational success. If you have experience in purchasing and wholesale buying, we encourage you to apply…
Added 25 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Support key strategic initiatives and transformation programs
Added 25 mins ago
A
[T4] Technical Program Manager – Marketing Technology (MarTech)
AMISEQ
Toronto, ON
- $60 to $65 CAD / hour
- Contract
…closely with Engineering, Product, and Business teams to drive strategic initiatives from planning through execution and…
Added 26 mins ago
QF
Senior Manager, Integrated Campaign Marketing
Questrade Financial Group
Toronto, ON · North York, ON
- Full-time
The Senior Manager, Integrated Campaign Marketing plays a pivotal leadership role in driving Questrade Financial Group’s brand awareness, equity, and client acquisition through the…
Added 26 mins ago
CP
Project Manager Scrum Master
Consulting Planet
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
…on helping organizations achieve sustainable growth through strategic insight, innovation, and measurable outcomes. Through five specialized divisions, the firm partners with businesses,…
Added 26 mins ago
W
Senior Project Manager, Municipal Engineering
WSP
Fort McMurray, AB
- Full-time
As a Senior Project Manager in our Municipal Engineering team, you will manage client relationships, oversee project delivery, support business development initiatives, and provide…
Added 41 mins ago
TT
Manager Of Real Estate - Regional Director
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $118,709.6 to $168,709.6 CAD / year
- Full-time
We’re seeking a Manager Of Real Estate – Regional Director to lead the development and execution of TJX Canada’s regional real estate strategy for Central or Eastern Canada markets &…
Added 55 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
…2009 and currently employs nearly 350 people. As part of its strategic plan, the Group aims to accelerate its national and international…
Added 55 mins ago
C
Offset & Industrial Cooperation Manager-EN
CAE
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
CAE is looking for an Offset & Industrial Cooperation (“O&IC”) Manager who will primarily manage a portfolio of O&IC obligations, namely Industrial and Technological Benefits (ITB)…
Added 55 mins ago
AA
Senior Procurement Specialist
ASSA ABLOY Opening Solutions Americas
Woodbridge, ON
- Full-time
…well as lead supplier performance management, cost-reduction initiatives, and procurement process improvements while serving as a subject matter expert within the Supply Chain…
Added 55 mins ago
C
Offset & Industrial Cooperation Manager-EN
CAE
Montreal, QC
- Full-time
CAE is looking for an Offset & Industrial Cooperation (“O&IC”) Manager who will primarily manage a portfolio of O&IC obligations, namely Industrial and Technological Benefits (ITB)…
Added 55 mins ago
Senior Business Relationship Manager, IT
DSV
Toronto, ON
The Senior Business Relationship Manager (SBRM) serves as the strategic IT partner and primary point of accountability for designated strategic customers. Acting as the interface between…
Added 1 hour ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 1 hour ago
CO
Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
The Manager Policy and Risk Management is responsible for research and analysis, policy and procedures, and risk management.
Added 1 hour ago
TO
Manager, Recreation
Town of Saugeen Shores
Port Elgin, ON
- $120,745 to $137,210 CAD / year
- Full-time
As the Manager, Recreation, reporting to the Director of Community Services, you will provide strategic and operational leadership for the Town’s recreation services, including wellness,…
Added 1 hour ago
R
Senior Manager - WM Business Risk
RBC
Toronto, ON
- Full-time
The Senior Manager, Business Risk, provides support to RBC Wealth Management (WM) Canada’s Operational Risk management leadership, by providing expertise, advice and counsel, enhancing…
Added 1 hour 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 1 hour ago
TS
TDS Operations Analyst I, Client Enablement
TD Securities
Toronto, ON
- Full-time
We are seeking a driven and analytical team member. In this role, you will play a pivotal part in supporting the bank's strategic mandate by ensuring the integrity and efficiency of our…
Added 1 hour ago
TS
TDS Operations Analyst II, Client Enablement
TD Securities
Toronto, ON
- Full-time
We are seeking a driven and analytical team member. In this role, you will play a pivotal part in supporting the bank's strategic mandate by ensuring the integrity and efficiency of our…

BMO

Vice President, Client Documentation Onboarding

Toronto, ON, Canada
FCP, Canada

Full-time

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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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