• Prepare program plans to ensure program requirements and statement of work are captured and scheduled • Monitor funding availability by maintaining accurate records of expenditures and preparing expenditure projections • Assess and improve financial reporting processes to enhance overall efficiency • Perform economic research and studies such as rates of return, depreciation, working capital, investments, and financial comparisons • Prepare reports of findings and recommendations for management • Develop, maintain, and establish operational specifications for financial information systems

• Lead and grow the FP&A team, mentoring team members while transforming processes and analytics for Loop's next growth phase. • Act as a driving force for the value of AI-driven tooling and processes, pushing the FP&A team and showing others across the organization what’s possible with tools like Claude Cowork, Replit/Lovable, Drivetrain, and more. • Build the next generation of financial metrics and reporting that considers hybrid human/agent workforce planning (e.g., token usage, fractional intelligence). • Own the annual planning and monthly rolling forecast processes, partnering with department leaders to build and stay ahead of bottom-up planning. • Develop and maintain financial models to evaluate business performance, unit economics, and investment decisions. • Create board and investor materials that clearly communicate Loop's financial story and growth trajectory. • Partner with Revenue Operations to analyze sales efficiency, GTM metrics, and customer acquisition economics. • Lead monthly business reviews with department leaders and senior leadership, providing insights on overall company financial results, variances, and opportunities. • Evaluate potential M&A opportunities and other strategic investments. • Partner with Accounting to ensure alignment between actual results and forward-looking plans.

• 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.