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Added 4 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 4 mins ago
Senior Sales Manager
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
…Brothers, Ted Baker, Hunter, and G.H.BASS. In addition to our head office in Montreal, the ALDO Group maintains international offices in Europe and Asia. For more information, visit…
Added 19 mins ago
GI
Associate Portfolio Manager
Gold Investment Management Ltd.
AB · Edmonton, AB
- Full-time
…Candidates should be excited to learn about the company and its operations, as many client requests and processes will involve communication and collaborative work with staff members in…
Added 19 mins ago
WM
Manager II, District - Collection
Waste Management, Inc. (WM)
Brampton, ON
- Full-time
Formulates short-term and long-term goals and action plans in conjunction with the Senior District Manager and/or Director of Collection Operations.
Added 19 mins ago
E
Senior Internal Corrosion Advisor
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Edmonton, AB
- Full-time
…driving financial excellence and innovation. We are seeking a Senior Internal Corrosion Advisor to join our Edmonton based…
Added 19 mins ago
Senior Business Relationship Manager, IT
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Job Posting Title: Senior Business Relationship Manager, IT
Added 34 mins ago
CO
Manager Policy and Risk Management
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- Full-time
The Manager Policy and Risk Management is responsible for research and analysis, policy and procedures, and risk management.
Added 34 mins ago
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Senior Manager - WM Business Risk
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- Full-time
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Added 34 mins ago
EG
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- Full-time
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Added 48 mins ago
W
Administrative Associate (LeBlanc Family Wealth)
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- Full-time
Reporting to Senior Portfolio Manager, the Administrative Associate at LeBlanc Family Wealth will participate in a broad range of administrative and operational projects and tasks to…
Added 48 mins ago
MÉ
Gestionnaire des opérations immobilières / Property Operations Manager
Manoir Émery
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Gestionnaire des opérations immobilières / Property Operations Manager, Espaces Properties (Montréal, en personne / on-site)
Added 49 mins ago
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Principal Product Manager, Model Customization & Open-Weight Models
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- Full-time
…Works cross functionally with user experience, engineering, operations, solution architects, marketing and others to design, build and launch new products and/or product…
Added 49 mins ago
BS
Estimator, Senior
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- $95,000 to $105,000 CAD / year
- Full-time
Participate in project hand-off meetings to ensure continuity and clarity between estimating and operations teams.
Added 49 mins ago
Group Collections and Commissions Specialist, Senior
Equitable
Waterloo, ON
…business. As a Group Collections & Commissions Specialist, Senior you will serve as a trusted subject matter expert, solving complex business challenges, driving process improvements, and…
Added 49 mins ago
VC
Sales Manager / Sales Coach-Trainer, Working Capital
Vault Credit Corporation
Montreal, QC
- Full-time
…checks. It also distributes leads, backs up the Toronto sales manager, helps run the office and its culture, and leads the team when the Director of Sales is…
Added 49 mins ago
MU
Associate Director of Administration
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Glen · MUHC-GLEN
- Full-time
1. Provide leadership, organization, and direction in the development of the assigned departments : Serve as a senior adviser to School/Department heads and support the administrative…
Added 1 hour ago
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- Full-time
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Added 1 hour ago
Senior Manager, Change Management
Scotiabank
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The Senior Manager, Communications & Change Management leads strategic communications in support of Enterprise Delivery Office (EDO) priorities across the Technology organization. Reporting…
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Manager, Associate Private Bankers
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Vancouver, BC
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Added 1 hour ago
Manager, P&O Business Partner
DSV
AB · Rocky View County, AB
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Added 1 hour ago
EI
Senior Architect/Project Manager (Major Aviation Infrastructure)
Egis in Canada
Toronto, ON
- $100,000 to $130,000 CAD / year
- Full-time
WW+P is seeking a licensed Senior Architect / Project Manager to join our Toronto Studio and support the delivery of a major aviation infrastructure project.
Added 1 hour ago
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Manager, Health & Safety
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Ability to communicate key HOP messages to senior leaders, site leaders, workforce and business partners
Added 1 hour ago
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 1 hour ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our U.S. Corporate Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework.…
Added 1 hour ago
MD
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Working Title: Information Technology Solutions Manager

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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