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Added 6 mins ago
A
Engineering Manager, Reactor Engineering
AtkinsRéalis
Pickering, ON
- Full-time
Reporting to the Director of Engineering Services, the Engineering Manager, Reactor Engineering is responsible for the execution and technical leadership of engineering services in support…
Added 6 mins ago
OR
Wireless Sales Associate - Pt Hawkesbury (NS)
OSL Retail Services Inc
Port Hawkesbury, NS
- Other
Looking for a career where your effort directly impacts your earnings? At OSL Retail Services, people are at the heart of everything we do. Founded in 2012 and recognized as one of Canada's…
Added 6 mins ago
Retail Keyholder, Maje, Toronto Eaton Centre
SMCP NORTH AMERICA (US, CANADA)
Toronto, ON
…growth, stability, and prioritizing internal mobility for our people. With a dedicated senior leadership team guiding us, we offer a culture that fosters creativity, engagement, and…
Added 6 mins ago
C
Home Support Worker (HSW)
CarePartners
Kawartha Lakes, ON · Kirkfield, ON · Coboconk, ON
- Part-time
…quality, relentlessly seeking to improve the patient and caregiver experience, promoting a healthy and resilient workplace culture, and contributing to a sustainable healthcare system in…
Added 6 mins ago
YO
Lifeguard & Swim Instructor
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Kelowna, BC
- Part-time
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Added 6 mins ago
TC
Product Support Coordinator
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- Full-time
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Added 6 mins ago
SI
Manager, Health & Safety
Saputo Inc.
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Added 6 mins ago
DC
Senior Civil Engineer/Civil Project Manager
Dillon Consulting Limited
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- Full-time
We are currently seeking a Civil Engineer/Civil Project Manager to join our Linear Municipal Infrastructure team. Our team specializes in the critical networks that keep a community moving…
Added 6 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.
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Manager - Software Development
MDA
Brampton, ON
- Full-time
Working with team leads, technical staff, and program leadership, the Manager, Software Engineering, supports employees’ professional development and career growth, strengthens engineering…
Added 6 mins ago
VC
Co-Regional Medical Director, Quality and Safety
Vancouver Coastal Health
Vancouver, BC
- Part-time
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Added 6 mins ago
L
Project Manager (Data Centers)
Linesight
Merritt, BC
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Added 6 mins ago
Support Services Worker - Regular Part Time
Hopewell Support Services
Guelph, ON
We invest in our people and support their growth. We reward hard work and cultivate an environment where you can thrive. Here are some of the benefits you can expect as part of our team:
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C
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 6 mins ago
AF
Branch Manager - Office 1705
Attain Finance
North Vancouver, BC
- Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 6 mins ago
CH
Workplace Experience Coordinator
CBRE HV
Vancouver, BC
- Full-time
CBRE is the world's largest commercial real estate services firm. Experience by Industrious is CBRE’s global hospitality business that partners with leading companies and landlords to…
Added 6 mins ago
T&
Senior Risk Manager
Turner & Townsend
Ottawa, ON
- Full-time
An experienced Senior Risk Manager with a minimum of 10 years of post-graduate experience, including at least 5 years dedicated to program and project risk management on large, complex…
Added 6 mins ago
VE
Gestionnaire de Projets Municipal / Project Manager Municipal
Veolia Environnement SA
Montreal, QC
- Full-time
Reporting to the Project Portfolio Manager, the Project Manager plans, coordinates and oversees projects from initiation through commissioning. This role works closely with internal teams,…
Added 6 mins ago
BT
Arborist Climbers - Canada
Bartlett Tree Experts
Nanaimo, BC
- Other
…premier scientific tree and shrub care company in the world, our people thrive in a safety-first, entrepreneurial, promote-from-within environment. Join our family-owned company - and make…
Added 6 mins ago
WO
Manager, HIS Applications
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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 6 mins ago
H
Senior Product Manager (12 month contract)
HighlightTA
Remote, Canada
- $110,800 to $138,500 CAD / year
- Full-time
- Remote
…only scratching the surface. Our goal is straightforward: help people move faster - into jobs, homes, and opportunities - by simplifying the path to…
Added 6 mins ago
UH
Patient Care Coordinator
University Health Network
Toronto, ON
- Full-time
UHN’s vision is to build A Healthier World and it’s only because of the talented and dedicated people who work here that we are continually bringing that vision closer to reality.
Added 6 mins ago
Health & Safety Coordinator
Pomerleau
Ottawa, ON
communication open with your Regional Manager of Health and Safety;
Added 6 mins ago
EG
Project Manager - Highways
Egis Group
Toronto, ON
- $130,000 to $180,000 CAD / year
- Full-time
Project Manager - Highways is a senior-level civil engineering role based in Toronto, Ontario, Canada, responsible for leading multidisciplinary highway and transportation infrastructure…
Added 6 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
…of commitment to work/life balance. We realize that for our people to be innovative, creative and passionate they need to feel valued and…

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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