BMO Harris Financial Advisors – Trade Desk, Middle Office Support

BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Investment advisory services are offered through BMO Harris Financial Advisors, Inc., BMO Asset Management Corp., Taplin, Canida & Habacht LLC, and BMO Family Office, LLC.

With the BMO Harris Financial Advisors app, you can view your investment accounts, place trades, and conduct research securely while on the go. Download the app now to get the most out of your BMO Harris Financial Advisor’s account.

US stocks ended lower Thursday as government bond yields hit their highest level since January 2020 a day after the Federal Reserve detailed improved expectations for both economic growth and unemployment…

BMO Harris Financial Advisors, Inc. (BHFA) is dually registered with the Securities and Exchange Commission (Commission) as a Broker-Dealer and an Investment Adviser. BHFA is an introducing broker-dealer and uses the Bank of New York Mellon subsidiary …

BMO Harris Financial Advisors

BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of BMO Financial Group. Securities, investment advisory services, and insurance products are offered through BMO Harris Financial Advisors, Inc. Member FINRA / SIPC.

How much does BMO Financial Group pay?

Average BMO Financial Group hourly pay ranges from approximately $11.67 per hour for an Administrative Assistant to $60.00 per hour for an Analyst. Salary information comes from 470 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months.

BMO Financial Group employees with the job title Relationship Banker make the most with an average annual salary of $40,130, while employees with the title Relationship Banker make the least with…

The average BMO Harris Bank salary ranges from approximately $27,170 per year for a Customer Service Representative to $96,104 per year for Portfolio Manager. Average BMO Harris Bank hourly pay ranges from approximately $11.00 per hour for Operations Associate to $58.00 per hour for Project Manager. Salary information comes from 400 data points collected directly from employees, users, and past and …

The typical BMO Financial Group Senior Manager salary is $114,727. Senior Manager salaries at BMO Financial Group can range from $76,280 – $160,000. This estimate is based upon 84 BMO Financial Group Senior Manager salary report (s) provided by employees or estimated based upon statistical methods. When factoring in bonuses and additional compensation, a Senior Manager at …

BMO Financial Group is the longest-running dividend-paying company in Canada. BMO’s policy is to pay out 40% to 50% of its earnings in dividends to shareholders over time. 2021 Dividend Payment Dates Recently Declared Dividends Eligible Dividend Designation Dividend …

What is the BMO Private Banking offer?

WHAT IS THE BMO PRIVATE BANKING OFFERING. We offer award-winning wealth management services dedicated to helping affluent families with all aspects of their wealth needs – from complex banking and borrowing, investing, wealth planning, to giving, and trust services. We understand that wealth enables unique opportunities and advantages, but at the same time includes complexity, responsibility, and, at times, conflict.

Complex financial needs can be difficult to manage using traditional solutions. Our comprehensive suite of Private Banking products and services fits your unique circumstances and busy lifestyle. Through a customized wealth plan, we integrate these services to help you and your family achieve your most important goals and dreams.

BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best private bank are now partnered to help you navigate the complex process of managing your wealth. What does that mean for you?

BMO Private Banking is a leader in providing integrated services to Canada’s affluent families at all stages of their lives. The successful management of wealth requires a coordinated approach by a team of experienced professionals.

BMO Private Banking BMO Private Banking is part of BMO Wealth Management. Banking services are offered through the Bank of Montreal. Banking services are offered through the Bank of Montreal. Investment management services are offered through BMO Private Investment Counsel Inc., an indirect subsidiary of Bank of Montreal.

Trade Desk, Middle Office Support – BMO Harris Bank

Provides support and delivers operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream settlement. Provides guidance and execution in the support and booking of new strategies, and daily capture of transactional information to support downstream analytics and financial accounting processes. Supports the maintenance of appropriate governance and controls over the trade capture process.

  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Identifies emerging issues and trends to inform decision-making.
  • Assists in the development of strategic plans.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
  • Designs and produces regular and ad.-hoc reports, and dashboards.
  • Monitors and tracks performance, and addresses any issues.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging, and identifies appropriate distribution channels.
  • Develops and manages a business/group program.
  • Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
  • Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
  • Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/requests, and/or audit/reconciliation activities.
  • Analyzes and resolves complex issues efficiently and effectively following Bank and industry standards.
  • Acts as primary back-up to team members and as back-up to the manager.
  • Evaluates circumstances requiring exceptions and engages senior management for resolution where required.
  • Participates/leads process/system continuous improvement initiatives.
  • Identifies business needs, designs/develops tools and training programs; may include delivery. of training to audiences.
  • May acts as the day-to-day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
  • Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing, and implementation of projects and new/ revised products/services or processes as required.
  • Follows documented policies and procedures to execute day-to-day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness.
  • Analyzes data and information to provide insights and recommendations.
  • Identifies and analyzes issues and problems, and resolves discrepancies on time. Deals with clients directly to resolve trade issues and/or escalates as required.
  • Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
  • Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations.
  • Collaborates in the development/implementation of new processes/systems and changes/improvements to existing systems and processes.
  • Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
  • Supports the development of tools and delivery of training focused on delivering business results.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handle non-routine situations.
  • Broader work or accountabilities may be assigned as needed.


  • Typically between 5 – 7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Knowledge and experience using relevant systems and technology – In-depth.
  • Knowledge and understanding of the business unit’s key products and services, processes, and controls – In-depth.
  • Knowledge of the risk and regulatory requirements of the business – In-depth.
  • Prioritization skills – Good.
  • Customer service skills – In-depth.
  • PC skills (MS Word, Excel, PowerPoint) – In-depth.
  • Ability to multi-task in a fast-paced environment.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills – In-depth.
  • Collaboration & team skills – In-depth.
  • Analytical and problem-solving skills – In-depth.
  • Influence skills – In-depth.
  • Data-driven decision-making – In-depth.

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