Sales Director, Corporate Finance
Listed on 2026-01-19
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Management
Business Management, Corporate Strategy, Business Analyst, Client Relationship Manager -
Business
Business Management, Corporate Strategy, Business Analyst, Client Relationship Manager
Final date to receive applications:
01/22/2026Address:
Street NWJob Family Group:
Commercial Sales & ServiceAbout BMO Corporate Finance
The Corporate Finance team (CF) within BMO North American Commercial Banking is a specialized team focused on delivering tailored credit and financing solutions to mid- and large-market clients across diversified industries in Canada. With expertise in deal structuring, portfolio management, one-client collaboration and strategic relationship building, CF supports clients on complex transactions across a diverse range of industries ranging from $10MM and above.
The group operates in deal teams (2 or 3 person) — typically composed of a mix of Managing Director, Director, Sales Director, Associate Director and Associate or Associate Director—to ensure deep client coverage, credit oversight, and business development capabilities.
About the Sales Director role
Operating within a two-person deal team, the Sales Director is responsible for both business development and client relationship management. With a focus on bilateral transactions typically valued at $10MM and up, this role has a revenue target and requires strong origination and client engagement skills.
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
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.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex…
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