About the role#
This internship supports the Client Onboarding team within the BMO Capital Markets Client Enablement group. You will contribute to process efficiency and data management while gaining experience in a professional financial services environment.
What you'll do#
- Develop and maintain automation solutions using tools like Power Automate and other low-code platforms to reduce manual effort.
- Assist with the creation and maintenance of client documentation using Adobe InDesign.
- Design and produce regular and ad-hoc metrics reports and dashboards.
- Manage the online portal for the electronic delivery of client statements and confirmations.
- Coordinate the work of offshore teams.
- Leverage AI tools to drive process efficiency.
- Perform quality control reviews for new accounts and conduct data quality assurance checks.
- Review and manage physical return mail.
- Support management with data analysis and provide relevant insights.
What you'll need#
- Current enrollment in an undergraduate or non-MBA master's program with a graduation date in December 2027, 2028, or 2029.
- Academic focus in Computer Science, Computer Engineering, Finance, Data Science, or Business Administration.
- Proficiency with the MS Office Suite, specifically Word, Excel, and PowerPoint.
- Experience or demonstrated interest in AI, data analytics, or coding languages such as Python, SQL, and VBA.
- Practical experience with process automation tools like Power Automate.
- Strong verbal and written communication skills and a track record of academic and extracurricular success.
Location & details#
- Location: Toronto, Ontario, Canada.
- Term: Winter 2027.
- Modality: On-site.
- Employment type: Full-time paid internship.
About BMO
BMO is a financial services organization that provides personal banking, commercial banking, wealth management, capital markets, and asset management. Founded in 1817, the company operates as a public entity. It maintains a workforce of over 60,000 employees. The firm is headquartered in Toronto with additional office locations in Chicago.
How to get in at BMO
Securing an internship at BMO requires speed, as early applicants are often reviewed before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, ensuring you can apply among the first. This proactive approach helps you get your materials in front of the team early in the hiring cycle. You can also improve your response rates by reaching out to the recruiters behind the company's roles directly. Intern Insider surfaces these specific contacts, allowing you to ask relevant questions about the internship or seek a referral. Connecting with the right person often provides more clarity than submitting an application into a general queue.
