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Added 9 mins ago
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Proposal Writer - 12 Month Term
Benevity
Remote, Canada
- $77,800 to $106,920 CAD / year
- Full-time
- Remote
At Benevity, we are dedicated to our mission and making a positive impact. As a Senior Proposal Writer, you will lead our most complex RFx responses, manage RFx intake, review the team's…
Added 9 mins ago
B
Proposal Writer - 12 Month Term
Benevity
Remote, Canada
- Full-time
- Remote
At Benevity, we are dedicated to our mission and making a positive impact. As a Senior Proposal Writer, you will lead our most complex RFx responses, manage RFx intake, review the team's…
Added 9 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 23 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 23 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 23 mins ago
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Senior Manager, Global Sponsorships - 12-month contract - Tangerine
Tangerine
Toronto, ON
- Contract
…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 23 mins ago
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Relationship Manager
Dexian
Toronto, ON
- $50 to $55 CAD / hour
- Contract
We are looking for a strategic partnership manager who will be joining the Customer Segments team and will be responsible for end-to-end management and oversight for the Banks retail…
Added 24 mins ago
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Recruitment Specialist
Delpath
Toronto, ON
- Contract
Project/Reason for request: Due to a significant nationwide backlog of service and sales roles, driven by a transition from controlled hiring to an approved headcount (auto-hire) model,…
Added 24 mins ago
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Principal Product Manager, Agent Intelligence
Equinix
Toronto, ON
- Full-time
We’re looking for a Principal Product Manager to own Agent Intelligence: the evaluation, observability and feedback systems that tell us how well our agents perform, why they fail, and…
Added 24 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 24 mins ago
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Senior Account Manager, Private Client Advice
TD
Markham, ON · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
In your role as a Senior Account Manager, Private Client Advice you will deliver a legendary High Net Worth client experience by:
Added 24 mins ago
T
TDS Operations Analyst I, Client Enablement
TD
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 24 mins ago
VC
Sales Manager / Sales Coach-Trainer, Working Capital
Vault Credit Corporation
Montreal, QC
- Full-time
You work under the Director's guidance across the Account Executive, Account Management and BDR teams, alongside the AM Manager, the BDR Team Lead and Sales Support, and you partner with…
Added 24 mins ago
OT
Sales Manager, Business Events/Gestionnaire, Événements d’affaires
Ottawa Tourism
Ottawa, ON
- Full-time
Reporting to the Director Sales, Business & Major Events, the incumbent is responsible for building and maintaining a full roster of clients and potential clients in the Canadian market. To…
Added 39 mins ago
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Managing Director & Head, Credit and Portfolio Management
BMO
Toronto, ON · FCP
- Full-time
The Head of Credit & Portfolio Management is the senior leader of the Portfolio Management (PM) function across Global Corporate Banking in Canada and the U.S. The role owns PM governance,…
Added 39 mins ago
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Senior Relationship Manager, Commercial Banking
BMO
Mississauga, ON · Oakville, ON · Peterborough, ON · Toronto, ON · FCP
- Full-time
As a Senior Relationship Manager, you will serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging your financial expertise, business development skills, and…
Added 39 mins ago
Senior Manager, Global Sponsorships - 12-month contract - Tangerine
Scotiabank
ON · Toronto, ON
…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 39 mins ago
Manager, Associate Private Bankers
Scotiabank
Vancouver, BC
…Banking Head Office on updates, enhancements and training. As a Senior Associate Private Banker, the incumbent will work closely with the Team Lead and provide direction to team members in…
Added 39 mins ago
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Prairie North Co-op- Agronomy Sales Summer Student-Naicam
Co-op
Naicam, SK
- Part-time
Reporting to the Agro Manager, the Agronomy Sales Summer Student will gain experience working with customers and staff, providing agronomic advice, record keeping, finalizing sales,…
Added 55 mins ago
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ISO 20022 Product Manager
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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 55 mins ago
TA
Account Manager (Commercial Division)
TG Appliance Group Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Position Title: Commercial Sales Account Manager (permanent, full-time)
Added 55 mins ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our Indirect Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 hour ago
Retail Keyholder, Maje, Toronto Eaton Centre
SMCP NORTH AMERICA (US, CANADA)
Toronto, ON
…an exciting phase of growth, led by a strong and experienced senior leadership team. Our culture thrives on engagement, inclusivity, and corporate social responsibility, ensuring that our…
Added 1 hour ago
SI
Manager, Health & Safety
Saputo Inc.
Port Coquitlam, BC
- Full-time
Ability to communicate key HOP messages to senior leaders, site leaders, workforce and business partners
Added 1 hour ago
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Senior Product Manager (12 month contract)
HighlightTA
Remote, Canada
- $110,800 to $138,500 CAD / year
- Full-time
- Remote
The Senior Product Manager (12-month contract) role is responsible for developing and executing product strategies and roadmaps aligned with business goals and market trends. The role…

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.

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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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