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analyst, business management @ BMO Financial

Montréal (QC), CanadaOnsiteFull-time
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About this role

Application Deadline: 08/28/2026 Address: 105-119-129 rue St-Jacques OJob Family Group: Business ManagementThe Analyst, Broker Management roleplays a key support role within BMO BrokerEdge, contributing to the efficient management, onboarding, and ongoing support of broker relationships. This position is responsible for administrative coordination across broker lifecycle processes, training oversight, compliance support, and handling escalated broker and client inquiries.The ideal candidate is highly organized, detail-oriented, and comfortable working in a fast-paced environment with multiple stakeholders.Bilingual language skills in French and English are an asset Key Responsibilities Broker Lifecycle Management Support broker onboarding and offboarding processes, ensuring timely and accurate completion of all administrative requirementsMaintain and update broker records, documentation, and systems in alignment with internal policiesCoordinate with internal teams to ensure a seamless broker experience Training & Compliance Support Assist in the coordination and tracking of broker training programs (initial onboarding and ongoing education)Ensure brokers meet required compliance standards and regulatory requirementsMaintain training records and support audit readiness Escalation Management Provide administrative support in resolving broker and client escalationsAssist with identity verification (IDV) processes and documentation review as requiredCollaborate with internal partners to ensure timely issue resolution while maintaining a high level of client service Operational & Administrative Support Support day-to-day operational activities to improve team efficiency and effectivenessAssist with reporting, documentation, and process trackingIdentify opportunities for process improvement and contribute to operational enhancements Stakeholder Engagement Build and maintain effective working relationships with internal stakeholders (e.g., compliance, operations, sales teams)Act as a point of contact for administrative inquiries from brokers and internal partnersSupport cross-functional initiatives to drive growth and operational excellence Additional Responsibilities Take on ad hoc projects and tasks as assigned to support business growth and strategic priorities Qualifications & Skills Education & Experience Post-secondary education in business, finance, or a related discipline preferred1-3 years of experience in an administrative, operations, or financial services environment Core Competencies Strong organizational and time management skills with high attention to detailAbility to manage multiple priorities in a fast-paced environmentExcellent communication and interpersonal skillsStrong problem-solving abilities and sound judgment Technical Skills Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)Experience working with CRM systems or internal workflow tools is an asset Other Attributes Team-oriented mindset with a proactive approachAbility to handle sensitive information with discretion and confidentialityAdaptability and willingness to take on new responsibilities Salary : $36 000,00 - $54 500,00Pay Type: SalariedThe 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,

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