Vice President, Canadian Equity Sales – U.S. Institutional Clients

Bank of Montreal•New York, NY

6d•Onsite

About The Position

BMO Capital Markets is seeking a highly motivated and commercially driven Canadian Equity Salesperson to join our Global Cash Equities platform in New York. The role will focus on delivering BMO’s Canadian equity research, corporate access, trading capabilities, and broader market insights to U.S.-based institutional investors. The successful candidate will be responsible for deepening relationships with U.S. clients that invest in Canadian equities, identifying new revenue opportunities, and partnering closely with Research, Trading, Corporate Access, Electronic Trading, Equity Capital Markets, and Investment Banking to deliver the full value of BMO’s Canadian franchise. This is a client-facing role suited for an experienced salesperson with strong institutional relationships, deep knowledge of Canadian equities, and the ability to translate differentiated research and market intelligence into actionable client engagement.

Requirements

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Significant experience in institutional equity sales, ideally with a focus on Canadian equities and U.S.-based investors.
Established relationships with U.S. institutional clients that invest in Canadian equities.
Strong understanding of Canadian public markets, sector dynamics, research distribution, corporate access, and institutional trading workflows.
Proven ability to generate revenue, deepen client engagement, and convert research and content into commercial outcomes.
Excellent communication, presentation, and relationship management skills.
Strong collaboration skills with the ability to work effectively across Research, Trading, Sales Trading, Corporate Access, ECM, Investment Banking, and Compliance.
Commercial mindset with strong client prioritization, follow-through, and accountability.
Ability to operate in a fast-paced, highly competitive, and team-oriented environment.
FINRA registrations as required, or willingness to obtain required licenses.

Nice To Haves

Prior experience covering U.S. institutional investors for Canadian equity products.
Existing relationships across major U.S. long-only, hedge fund, and multi-strategy accounts.
Familiarity with Canadian sectors where BMO has strong franchise presence, including Metals & Mining, Energy, Financials, Real Estate, Industrials, Consumer, Healthcare, Technology, and TMT.
Experience working closely with corporate access and capital markets teams to drive client relevance and monetization.
Demonstrated ability to build a business plan, prioritize accounts, and execute consistently against revenue targets.

Responsibilities

Cover and develop relationships with U.S.-based institutional investors focused on Canadian equities, including long-only asset managers, hedge funds, pension funds, and other sophisticated investors.
Market BMO’s Canadian equity research product across sectors, highlighting key investment themes, stock ideas, sector views, and macro developments.
Partner closely with Canadian Research Analysts, Sales Trading, Trading, Corporate Access, ECM, and Investment Banking to deliver coordinated and differentiated client coverage.
Drive client engagement through research calls, analyst access, corporate access events, non-deal roadshows, conferences, field trips, and bespoke investor meetings.
Identify and monetize client opportunities across high-touch trading, electronic trading, program trading, corporate access, research consumption, and capital markets transactions.
Build and manage a targeted client coverage plan designed to grow BMO’s relevance, wallet share, market share, and revenue with U.S. accounts.
Provide timely market color, client feedback, and investor sentiment to internal partners across Research, Trading, and Banking.
Maintain strong knowledge of Canadian equity market structure, sector trends, regulatory developments, and cross-border investment themes.
Represent BMO Capital Markets professionally with clients, issuers, and internal stakeholders while maintaining the highest standards of conduct, compliance, and risk management.
Contribute to the broader growth strategy of BMO’s Global Cash Equities business, with a focus on expanding the firm’s U.S. institutional footprint in Canadian equities.