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Internship

Private Wealth Analyst – Co-op/Internship

Summer 2025, 4 Months

Confirmed live in the last 24 hours

Bank of Montreal

Bank of Montreal

10,001+ employees

Provides comprehensive banking services

Robotics & Automation
Consulting
Consumer Software
Enterprise Software
Fintech
Financial Services
Defense

Compensation Overview

$18.03 - $33.41Hourly

+ Commission + Performance-based incentives + Discretionary bonuses + Health insurance + Tuition reimbursement + Accident and life insurance + Retirement savings plans

Toronto, ON, Canada

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Communications
Management
Requirements
  • 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. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Responsibilities
  • Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution.
  • Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
  • Participates in the design, development, implementation, and management of core program processes.
  • Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
  • Provides support for the investigation, analysis & documentation of program risks.
  • Analyzes data and information to provide program insights and recommendations.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
  • Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Supports the execution of strategic initiatives; includes tracking metrics and milestones.
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Tracks exception requests and corresponding approvals.
  • 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.

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help. Our social media terms of use: https://www.bmo.com/socialmediatermsofuse

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1988

Growth & Insights
Headcount

6 month growth

7%

1 year growth

1%

2 year growth

7%
Simplify Jobs

Simplify's Take

What believers are saying

  • BMO's strategic initiatives, like the new SMB banking team, provide employees with opportunities to work on impactful projects that support small businesses.
  • The bank's focus on digital integration, such as the QuickBooks Online portal, positions it as a forward-thinking institution, attracting tech-savvy talent.
  • BMO's active participation in large-scale fundraising and investment activities offers employees exposure to high-profile financial operations and networking opportunities.

What critics are saying

  • The competitive landscape in banking, especially with digital-first banks, could pressure BMO to continuously innovate to retain its market position.
  • Focusing heavily on SMBs might limit BMO's growth potential in other lucrative banking sectors.

What makes Bank of Montreal unique

  • BMO's recent focus on SMBs, including the formation of a dedicated SMB banking team, sets it apart from larger banks that may not offer specialized support for small businesses.
  • The creation of a portal for seamless data sharing with QuickBooks Online highlights BMO's commitment to integrating modern financial tools for its clients.
  • BMO's involvement in significant fundraising efforts, such as the $39.9M for Georgian Alignment II Access Fund, showcases its strong position in capital markets.