• Develop robust financial models for revenue forecasting and scenario analysis • Improve forecast accuracy, explaining material variances to expectations, and developing recommendations that enhance understanding of revenue and expense levers • Collaborate with senior leadership and their teams to provide ad hoc financial analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with strategic company initiatives • Provide data-driven insights and financial analysis to optimize the performance of the GTM organization • Streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale • Prepare materials for Board of Directors meetings, investors, and internal reporting • Create and monitor KPIs to measure performance against key financial objectives

Role Description Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. - May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. - Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. - Provides professional quality sales and service for customer and prospect inquiries, issues and requests. - Probes to understand customer needs and advises them through their unique investment needs. - Achieves sales targets with a focus on relevant investment products. - Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. - Escalates complex or unresolved customer situations to senior managers as required. - Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. - Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. - Integrates marketing promotions and programs into customer conversations where appropriate. - Maintains the confidentiality of customer and Bank information. - Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. - Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. - Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. - Analyzes issues and determines next steps. - Broader work or accountabilities may be assigned as needed. Qualifications - Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. - High school diploma or equivalent work experience. - Knowledge of competitive market place trends and product offerings. - Knowledge of BMO Investment / BMO InvestorLine products and services. - Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred. - Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role. - Some understanding of Risk Management & Compliance. - Specialized knowledge. - Verbal & written communication skills - Good in both French and English, preferred. - Organization skills - Good. - Collaboration & team skills - Good. - Analytical and problem solving skills - Good. - You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec. Requirements - Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week). Benefits - Health insurance. - Tuition reimbursement. - Accident and life insurance. - Retirement savings plans. - Performance-based incentives and discretionary bonuses. - Other perks and rewards.

• Support in Finance & Controlling • Preparation and analysis of reports, KPIs and financial metrics • Development and support for the automation of controlling processes • Collaboration on forecast and budget planning

• Serve as a contact for clients and agency departments on client finance matters • Develop internal and external relationships (with client procurement in particular) with timely, proactive communication and follow-up • Assist in monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads. • Help oversee project financial information in coordination with client teams and provide support to client teams in monitoring client budgets and spending • Work with team leads to secure client P.O. or necessary work/payment authorizations including fulfilling client portal submissions and other client procedures and requirements • Prepare invoices and billing reconciliations while ensuring adherence to contract compliance and billing policies and procedures • Monitor accounts receivable status and follows-up on aged balances with clients • Timesheet collections and Harvest system administration • Assist in developing and maintaining client finance processes, guides, policies, tools and templates • Prepare management reporting on utilization, revenue and profitability analysis • Support month-end close processes to complete journal entries for revenue, reporting, and adhering to audit compliance. • Help prepare and deliver financial reports as needed