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BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 33 locations around the world, including 20 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$989 billion total assets and approximately 54,000 employees as of January 31, 2024.

Experience:

Student Internships

Education Required:

Current student at an accredited Canadian Post-Secondary Institution/University, currently enrolled in an undergraduate program with a graduation date of December 2026 or Spring 2027

Position description

About Corporate Banking, Treasury & Payment Solutions
Do you have a passion for sales, client research or planning? If so, come join our Treasury and Payment Solutions team and learn more about how we support our clients through sales activities and more. As a Sales Analyst, you will be in a sales support role accountable to provide support to Sales Professionals to support the end client. This role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information.

Responsibilities:

  • Provide coordination of cash management product implementation, financial transaction set-up
  • Aid the Treasury and Payments Solutions team in sales prep such as: client research, account schematics, deck drafts and prospect/client files in planning client/prospect meetings
  • Compile pre-call and post call information packages to validate client holdings, pricing, and volumes, ensuring the Treasury and Payment Solutions team has the information necessary to be knowledgeable about the clients/prospects business and needs
  • Review existing client base and suggests new bank solutions and enhancements as appropriate
  • Maintain up-to-date client information to ensure client history is accurate and complete
  • Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. Ensures once the implementation is completed, the client is billed accurately, including tracking internal reports
Required skills / Experience

Qualifications:

Must have:

We are looking for highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes:

  • Currently enrolled in an undergraduate degree program with a graduation date of December 2026 or Spring 2027
  • Proven track record of excellent academic standing, extra curricular participation and demonstrated interest in finance
  • Demonstrated leadership in extracurricular activities
  • Strong financial analysis and modeling skills; Proficient in Word/Excel/PowerPoint
  • Knowledgeable in the principles of finance and the financial markets
  • Detail oriented; Effective written and verbal communication skills are essential for presenting and writing reports
  • Outgoing and personable; team player able to work effectively in small groups
  • You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future

Nice to have:

  • Previous banking or credit risk management experience preferred
BMO Capital Markets Summer 2026 Corporate Banking Sales Analyst, Treasury & Payment Solutions Toronto
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How to Apply

For more information and to apply online, please see the link below.

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