Treasury Advisor

BMO•Montreal, QC

4d•CA$45,500 - CA$84,500•Onsite

About The Position

Application Deadline: 06/11/2026 Address: 119 rue St-Jacques ouest Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Initiates sales calls , presenting products, sharing industry updates, and maintaining proactive client communication. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks. Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed. Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes. Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations. Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

3 – 5 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred.
Bachelor’s degree required; Business Administration, Finance and Accounting preferred.
Any other related discipline or commensurate work experience considered.
Specialized knowledge from education and/or business experience.
Intermediate level of proficiency: Treasury Management
Intermediate level of proficiency: Cash Management
Intermediate level of proficiency: Payment Technologies
Intermediate level of proficiency: Financial Analysis
Intermediate level of proficiency: Risk Assessment
Intermediate level of proficiency: Quality Assurance
Intermediate level of proficiency: Auditing
Intermediate level of proficiency: Regulatory Compliance
Intermediate level of proficiency: Data Analysis
Intermediate level of proficiency: Reporting
Intermediate level of proficiency: Problem Solving
Intermediate level of proficiency: Time Management
Intermediate level of proficiency: Detail-Oriented

Responsibilities

Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance.
Monitors implementation activities to ensure alignment with timelines.
Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes.
Manages sales processes, client engagement and outcomes.
Responds to client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process.
Initiates sales calls , presenting products, sharing industry updates, and maintaining proactive client communication.
Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio.
Identifies issues in overdrawn accounts, escalating per established guidelines to ensure compliance and minimize risks.
Assists in resolving document discrepancies and reviewing maturity reports, ensuring that all details are accurate and issues are addressed.
Supports tracking and managing client requests, ensuring implementation activities are aligned with timelines and outcomes.
Applies treasury management product knowledge to assist clients with tailored solutions, ensuring the optimization of cash flow, liquidity management, and overall treasury operations.
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions.
Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements.
Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.