AVP/VP, BMO Corporate Advisory

BMO • Chicago, IL

1d

About The Position

BMO’s Corporate Advisory team advises commercial banking clients and prospects on liquidity to shareholders, buy-side mergers and acquisitions, and other corporate finance engagements. The team is seeking an Associate Vice President / Vice President to provide specialized corporate advisory services to Commercial Banking clients and relationship management teams during complex, non-routine business events. The role supports transaction-driven engagements such as ownership transitions, mergers and acquisitions, recapitalizations, and strategic alternatives. It provides independent analysis and advisory recommendations but does not own ongoing client relationships, portfolios, or credit decisions.

The position is a key member of deal teams, helping develop corporate advisory opportunities and deliver engagements with defined scope, timelines, and deliverables. It analyzes financial, structural, and strategic information, develops actionable recommendations aligned with client objectives and BMO’s risk appetite, and collaborates with relationship managers and internal partners. The role also manages concurrent engagements, supports strategic and change-management initiatives, and coaches junior advisors. Advisory work must comply with applicable policies, regulations, and internal governance standards.

Requirements

• Typically 5–7 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Expertise in data-analysis tools and financial analysis.
• Meet licensing and certification requirements for the team, branch, and jurisdiction where the mandate is fulfilled.
• SIE Exam, Series 63, and Series 79 (Investment Banking Representative) licenses are typically required.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Nice To Haves

• Undergraduate or graduate degree in business, finance, or accounting.
• Expertise in ESOP and M&A markets, including buy-side and sell-side transactions.

Responsibilities

• Develop and nurture a pipeline of corporate advisory opportunities that exceed return-on-equity thresholds.
• Provide responsive, expert customer service and build trust with clients and internal partners.
• Advise Relationship Management teams on engagement approach and scope for complex client situations and transaction considerations.
• Lead components of advisory engagements, including analysis, recommendations, and participation in client discussions.
• Support strategic initiatives in collaboration with internal and external stakeholders.
• Align Relationship Managers, internal partners, and deal-team stakeholders, and work with specialists to support engagement outcomes.
• Analyze complex advisory problems and data to produce actionable insights and recommendations that support sound decision-making.
• Build change-management plans and lead or participate in readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment activities.
• Manage assigned advisory work across multiple concurrent engagements.
• Coach and mentor junior advisors, providing technical guidance and feedback.
• Provide advisory support for transaction-driven client events, including mergers and acquisitions, ownership transitions, capital allocation, recapitalizations, ESOP structures, and strategic reviews.
• Analyze financial, structural, and strategic information to develop recommendations aligned with client objectives and BMO’s risk appetite.
• Participate in and support deal teams, collaborating with Relationship Managers and partners such as Credit, Risk, Legal, and Capital Markets.
• Apply independent judgment to non-routine advisory situations and escalate issues as required.
• Ensure advisory activity complies with policies, regulatory requirements, and internal governance standards.
• Apply BMO’s Risk Management Framework and make risk-informed decisions consistent with business strategy, approved risk appetite, applicable policies, laws, and regulations.
• Provide specialized consulting, analytical, and technical support; identify, diagnose, and solve problems within applicable rules.
• Handle non-routine situations independently and undertake broader work or accountabilities as assigned.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in total compensation.
• Other perks and rewards may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior