Location
toronto, on, Canada
Posted
June 11, 2026
Job Description
Lead a dedicated team at BMO Financial Group as the Documentation Manager focusing on Capital Markets. This hybrid role emphasizes your skills in onboarding and documentation workflows.
In this pivotal position, you'll spearhead a team of specialists, delivering thorough documentation for Capital Markets clients. You will collaborate cross-functionally to establish secure documentation processes while managing client onboarding in compliance with regulatory requirements. Your leadership will define key change initiatives, ensuring team alignment with BMO's values and best practices.
Key Responsibilities:
• Manage onboarding and documentation workflows for capital markets clients
• Collaborate on document imaging and filing procedures
• Ensure timely archiving of inactive documents
• Verify authorization for higher-risk client requests
• Conduct training sessions to instill document management best practices
Requirements:
• 5–7 years of relevant experience in ...
In this pivotal position, you'll spearhead a team of specialists, delivering thorough documentation for Capital Markets clients. You will collaborate cross-functionally to establish secure documentation processes while managing client onboarding in compliance with regulatory requirements. Your leadership will define key change initiatives, ensuring team alignment with BMO's values and best practices.
Key Responsibilities:
• Manage onboarding and documentation workflows for capital markets clients
• Collaborate on document imaging and filing procedures
• Ensure timely archiving of inactive documents
• Verify authorization for higher-risk client requests
• Conduct training sessions to instill document management best practices
Requirements:
• 5–7 years of relevant experience in ...