Bank of Montreal logo

Senior Associate- IC Investment Operations

Job Overview

Location

REMOTE/TELETRAVAIL, ON, CAN

Job Type

Full-time

Category

Operations

Date Posted

June 20, 2026

Full Job Description

đź“‹ Description

  • • Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers, executing and delivering on investment product and service processes while ensuring adherence to financial and regulatory controls and operational guidelines.
  • • Gathers and formats data into regular and ad-hoc reports and dashboards; supports change management activities; functions as a problem-solving resource for junior staff; organizes work information to ensure accuracy and completeness.
  • • Executes routine tasks such as service requests, transactions, and queries within service level agreements; provides accurate and timely processing of transactions in compliance with regulatory and risk controls.
  • • Checks and reconciles information and documentation; analyzes data to provide insights and recommendations; identifies and resolves issues or escalates as required; communicates and collaborates with internal and external stakeholders.
  • • Develops and maintains effective relationships with stakeholders; maintains understanding of regulatory requirements and risks; collaborates on development and implementation of new processes/systems and improvements to existing ones.
  • • Supports development of tools and delivery of training focused on delivering business results; completes complex and diverse tasks within given rules/limits, including handling escalations.
  • • Applies BMO’s Risk Management Framework in role execution, making sound, risk-informed decisions aligned with business strategy, protecting assets, and adhering to policies, laws, and regulations.
  • • About the team or company: Part of Customer Shared Services at BMO Financial Group, a purpose-driven organization committed to Boldly Grow the Good in business and life, fostering an inclusive, equitable, and accessible workplace where employees are valued, respected, and heard.
  • • What the person can learn or achieve: Gain deep expertise in investment operations, regulatory compliance, data analysis, process improvement, and stakeholder management; develop leadership and problem-solving skills; grow within a major financial institution with access to training, coaching, and career development resources.

🏖️ Benefits

  • • Health insurance
  • • Tuition reimbursement
  • • Accident and life insurance
  • • Retirement savings plans
  • • Performance-based incentives
  • • Discretionary bonuses
  • • Other perks and rewards

Skills & Technologies

Senior
Remote

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About Bank of Montreal

Bank of Montreal, founded in 1817, is one of North America’s largest diversified financial services providers. It offers personal, commercial, corporate, and investment banking, wealth management, and capital markets services across Canada, the United States, and select global markets. The bank serves over 13 million customers through a network of branches, digital platforms, and specialized subsidiaries. BMO is traded on the Toronto and New York stock exchanges and is recognized for its commitment to sustainable finance and community investment.

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