Vice President, Canadian Equity Sales – U.S. Institutional Clients
Bank of Montreal
Benefits
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Description
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151 W 42nd StreetJob Family Group:
Capital Mrkts Sales & ServiceRole Overview
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.
Key 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.
Qualifications
- 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.
Preferred Experience
- 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.
Key Attributes
- Client-first mindset with a strong sense of ownership.
- High energy, proactive, and commercially focused.
- Strong judgment and ability to balance client needs with firm priorities.
- Collaborative team player who can operate across geographies and product groups.
- Credible, polished, and confident in front of senior institutional clients.
- Deep curiosity about markets, companies, sectors, and investor behavior.
- Strong attention to detail and disciplined follow-up.
Please note the base salary for this role is $260,000 USD
Salary:
Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About Bank of Montreal
Bank of Montreal (BMO) is a major Canadian financial services provider offering a wide range of banking and insurance products. Headquartered in Toronto, Ontario, BMO serves personal, commercial, and institutional clients across Canada and the United States.