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Executive Assistant - Energy IB (Calgary)

BMO Capital Marketsabout 20 hours ago
Toronto, Ontario, Canada
CA$70,000 - CA$85,000/annual
Senior Level
Full-Time

Top Benefits

Health Insurance
Tuition Reimbursement
Accident and Life Insurance

About the role

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.1 trillion total assets and approximately 53,000 employees as of October 31, 2025. #BMOCapitalMarkets

Job Description

The BMO Capital Markets Calgary office has an excellent opportunity for an experienced executive assistant to join the team! You will perform a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.

Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Leads the planning, coordinating and implementing department events. Provides senior level administrative and operational support within a large, diverse team including one or more senior executives. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Provides input into the planning and implementation of administrative programs. Coordinates and monitors budgets and reporting on results vs. budget. Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. Makes travel arrangements, booking flight/hotel reservations as needed. Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes work information to ensure accuracy and completeness. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth.

The salary range for this specific role in Calgary is $70,000 - $85,000 CAD.

Are you analytically inclined, digitally-savvy and motivated by the opportunity to innovate and deliver cutting edge products & solutions in Canada?

At BMO, we’re looking to change the way Canadians bank and you’ll get to drive that change – helping customers make real financial progress across the country. At the heart of this change in Canadian banking is product innovation, data & analytics, and superior risk management – as such, we’re excited to offer a 2-year rotational program designed to accelerate knowledge and personal development by building solid and in-depth understanding of how our Product, Data & Analytics, Risk and Collections business segments operate and interact to deliver results.

Product Management: visualize, develop and improve products and services that form our customer offerings and overall experience; help BMO customers make real financial progress by offering differentiated product strategies, value propositions and marketing offers.

Risk Management: Shape BMO’s Risk Appetite and develop lending strategies and controls to optimize returns within that Risk appetite

Data & Analytics: Use Data & Analytics to drive insights and decision-making in partnership with the business and in pursuit of our collective strategic priorities

Collections: Enable and transform customer experience through usage of data and analytics and modeling techniques. Enhance strategic services provided to customers through end-to-end operations functions.

Our capabilities and culture have been featured in Forrester, Forbes and at MIT – Product, Risk and Data & Analytics are regular topics at the BMO CEO’s leadership table.

The successful candidates in the “Personal and Business Banking Development Program” will be part of a 2-year cohort, working alongside banking product, analytics, and risk leaders to accelerate their knowledge, understanding and skills in how BMO’s largest business segment - Personal and Business Banking (P&BB) operates and interacts.

Key Accountabilities:

Support development and implementation of product strategies to drive sales of existing banking products, launch new products to market, optimize profitability and improve the customer experience.

Support management of product risks to ensure compliance with legal, regulatory, and risk compliance, and reporting.

Leverage strong analytical, problem-solving and communication skills to contribute value and grow a network across multiple roles and functions in Canadian Personal & Business Banking, including the Data & Analytics Centre of Excellence, Product Management, Risk Management and Collections.

Help plan and deploy data & analytics solutions to improve issue understanding, generate insights and enable high-quality, fact-based decisions that drive better business outcomes.

Support the development and execution of various data & analytics-related strategies and roadmaps, including data quality and data analytics, reporting, business intelligence, modeling and the design and development of decision support tools.

Job Requirements:

Builds effective relationships with internal/external stakeholders. Leads/participates in the design, implementation, and management of new analytics & reporting solutions. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Collaborates with internal and external stakeholders to deliver on business objectives. Analyzes data and information to provide subject-matter insights and recommendations. Recommends and implements solutions based on analysis of issues and implications for the business. Designs, develops, and implements innovative analytical solutions. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations. Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions). Monitors and tracks tool performance, user acceptance testing, and addresses any issues. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Builds reports and visualizations to effectively communicate data driven insights to users for a variety of audiences e.g. visualization solutions of data into reports, graphics, dashboards to illustrate facts, trends, and insights. Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders. Documents and maintain operational procedures and processes relating to analytical and reporting processes. Builds effective relationships with internal/external stakeholders. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Continuously improves processes to identify issues and deliver optimal customer experience. Works with partners to develop salesforce training and materials and manages change. Identifies existing and potential risks and develops risk management controls and processes May support the sales team in development of client deals and related presentations. Develops and maintains relationships with external partners and vendors. Broader work or accountabilities may be assigned as needed.

Qualifications:

Graduate or Undergraduate degree in Business/Commerce, Data & Analytics, Risk Management, Economics, Engineering, Finance and/or Mathematics Work experience – including Coop and/or Internship placements – Highly Recommended Technical proficiency gained through business and work experience – Highly Recommended Knowledge and experience in data preparation and data analysis – Strong Familiar with one or more industry leading data and analytics tool sets including, but not limited to MS Power BI, TIBCO BPM, Spotfire, Tableau, SQL, SAS, R, Python, MATLAB, SPSS – Good. Building business cases – Good Researching market trends – Good Verbal & written communication skills – In-depth. Collaboration & team skills – In-depth. Analytical and problem-solving skills, data driven decision making – In-depth. Influence skills - In-depth.

Salary:

$56,000.00 - $103,500.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About BMO Capital Markets

Investment Banking