Vice President, Canadian Equity Sales – U.S. Institutional Clients at BMO | New York | Rezi

Vice President, Canadian Equity Sales – U.S. Institutional Clients at BMO

Vice President, Canadian Equity Sales – U.S. Institutional Clients

BMO · New York

4 weeks ago

Vice President, Canadian Equity Sales – U.S. Institutional Clients

BMO · New York

a month ago
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About the Role

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.

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.

Requirements

  • 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.

Skills

  • Canadian equity research
  • Corporate access
  • Trading capabilities
  • Market insights
  • Institutional relationships
  • Canadian equities
  • Research calls
  • Analyst access
  • Corporate access events
  • Non-deal roadshows
  • Conferences
  • Field trips
  • Investor meetings
  • High-touch trading
  • Electronic trading
  • Program trading
  • Research consumption
  • Capital markets transactions
  • Market color
  • Client feedback
  • Investor sentiment
  • Canadian equity market structure
  • Sector trends
  • Regulatory developments
  • Cross-border investment themes
  • Conduct
  • Compliance
  • Risk management
  • Institutional equity sales
  • U.S. institutional clients
  • Canadian public markets
  • Sector dynamics
  • Research distribution
  • Institutional trading workflows
  • Revenue generation
  • Client engagement
  • Commercial outcomes
  • Communication
  • Presentation
  • Relationship management
  • Collaboration
  • Client prioritization
  • Follow-through
  • Accountability
  • Team-oriented environment
  • FINRA registrations
  • Metals & Mining
  • Energy
  • Financials
  • Real Estate
  • Industrials
  • Consumer
  • Healthcare
  • Technology
  • TMT
  • Business plan building
  • Account prioritization
  • Revenue targets
  • Client-first mindset
  • Ownership
  • High energy
  • Proactive
  • Commercially focused
  • Strong judgment
  • Team player
  • Credible
  • Polished
  • Confident
  • Market curiosity
  • Company curiosity
  • Sector curiosity
  • Investor behavior curiosity
  • Attention to detail
  • Disciplined follow-up

Location

  • 151 W 42nd Street
  • New York

Work Type

  • Full-time
  • Salaried

Experience Level

  • 5 - 7 years

Education Level

  • Post-secondary degree in related field of study or an equivalent combination of education and experience

Salary/Compensations

  • $260,000 USD

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans

About the Company

  • BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.
  • 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.
  • BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.
  • We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Equal Opportunity

  • 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.