Description
Job Purpose
Reporting directly to the Director & Head, Canadian Commercial FX Sales, this client-facing role is responsible for quoting, executing, and designing/presenting foreign exchange risk management solutions for mid/large-sized commercial entities across Canada. The candidate contributes to the overall profitability of the Foreign Exchange Group by maintaining strong relationships with commercial clients, internal partners, and proactively engaging within the client segment.
Key Accountability Areas
- Commercial Client FX Sales.
- Provide pricing of foreign exchange currencies to Bank of Montreal commercial client segment.
- Quote & execute spot, forward, swap & option trades.
- Proactively engage commercial banking clients with FX trade ideas & risk management solutions.
- Utilize data analysis skillset & internal relationships to identify new client opportunities.
- Provide demos of Online Banking for Business (OLBB) to clients and troubleshoot issues.
- Assist with onboarding & regulatory requirements for new clients.
- Research and analyze financial market data; summarize data for recent trends and market developments.
- Utilize Bloomberg & internal currency pricing tools & systems.
- Assist mid-market group with electronic systems.
- Use appropriate systems to accurately price FX products & monitor credit exposures.
- Incorporate AI tools to improve efficiencies.
Knowledge
- An undergraduate degree with outstanding academic achievement.
- Specific academic coursework in finance, economics, math, engineering or accounting.
- Strong understanding of, and keen interest in, the operation of the financial markets.
- Relevant experience within financial markets in a client facing role is preferred.
- Familiarity with basic derivatives including options and swaps.
Skills
- Strong interpersonal skills to work with team members, other groups, and clients. Person is personable, confident, credible.
- Highly developed professional written and oral communication skills with a proactive mindset.
- Excellent analytical skills.
- Strong attention to detail.
- Expertise in financial computer applications and database management tools including MS Excel; strong proficiency in other Microsoft Office products.
- Programming ability in VBA desired but not required.
- Ability to be creative, insightful and resourceful in performance of duties.
- Ability to function in a demanding team environment, multi-task under short timelines, and manage multiple projects and requests in an organized manner.
- Excellent capability to independently function as part of a team through self-motivation.
Base salary for this role is $160,000 CAD.
Fluency in French and English is required as this role provides support to clients and team members inside and/or outside the province of Quebec.
Pay Type: Salaried.
Benefits include health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, performance-based incentives, discretionary bonuses, and other perks and rewards.
Accommodations are available on request for candidates taking part in all aspects of the selection process.
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