Internship

Private Wealth Analyst – Co-op/Internship

Summer 2025, 4 Months

Posted on 9/30/2024

Bank of Montreal

Bank of Montreal

10,001+ employees

Diversified financial services provider in North America

Fintech
Financial Services

Compensation Overview

$18.03 - $33.41Hourly

+ Commission + Performance-based incentives + Discretionary bonuses

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.

BMO Financial Group offers a variety of financial services, including personal banking, commercial banking, wealth management, and capital markets. Their personal banking services include checking accounts, credit cards, and loans, while commercial banking provides tailored solutions for various industries. BMO stands out from competitors by leveraging its comprehensive service offerings and industry expertise to meet the unique needs of a diverse client base. The company's goal is to grow its business by effectively serving clients across North America.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1988

Simplify Jobs

Simplify's Take

What believers are saying

  • BMO's partnership with QuickBooks enhances integrated financial management solutions for clients.
  • Involvement in the Priceless Planet Coalition boosts BMO's brand image among eco-conscious clients.
  • Digital banking trends in Canada offer BMO opportunities to expand its digital offerings.

What critics are saying

  • Competition from fintechs like Certn pressures BMO to innovate its service offerings.
  • SMB-focused platforms like FreshBooks challenge BMO's market share in small business services.
  • Preference for digital stock trading platforms may impact BMO's traditional brokerage services.

What makes Bank of Montreal unique

  • BMO offers a comprehensive range of financial services across North America.
  • The company has a strong presence in both Canada and the United States.
  • BMO's new SMB banking team focuses on supporting small businesses during the pandemic.

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