Conference Specialist

  • BMO
  • Toronto, ON, Canada
  • May 17, 2019
Full time Conferences Event Management Event Planning Project Management Relationship Management

Job Description

Conference Specialist-1900010509

  • Under the direction of the Head of Client Conferences, BMO Capital Markets Marketing, this role is accountable for planning and delivering consistently great client experiences through the planning and execution of client conferences for BMO Capital Markets. As the primary marketing tool for BMO Capital Markets, these events are highly visible and critical to business performance.
  • They involve close interaction with extremely senior issuer (CEO and Board level) and investing clients as well as senior BMO Capital Markets and BMO Financial Group executives and Board members.
  • The role is highly specialised and requires a unique skill set specific to BMO Capital Markets lines of business, which is key to driving profitability through these conferences. Conference specialists will be required to collectively stage 15 client conferences and related events a year in Canada, the U.S. and internationally, for nearly 4000 corporate issuers and institutional and private equity investors, with a combined budget of $6 million. The role has responsibility for managing budgets, logistics, engaging various lines of business, managing internal and external communications, executing, and measuring, tracking and reporting results.

Key Accountabilities


Business Delivery and Operational Effectiveness

  • Lead comprehensive project management process that includes but is not limited to setting strategic goals and objectives, developing event plans, managing budgets, timelines and logistics, execution of conferences and tracking and measuring results
  • Design and delivery of consistently great client experiences
  • Execution of external conferences in Canada the United States and overseas offices Facilitate working group meetings, assign accountabilities and manage deliverables
  • Prepare briefing materials and coordinate event schedules for senior BMO CM executives
  • Negotiate contracts with external suppliers and vendors, developing proposals and making recommendations
  • Provide advice and support to senior BMO CM executives during conferences
  • Identify and assess competitor Conferences in both Canada and the U.S.

Client and Relationship Management

  • Actively engage and interact with, senior clients many at the CEO and Board level as they participate in BMO CM conferences Interact with senior BMO CM and BMO FG executives through briefings and meetings as they participate in BMO CM conferences
  • Build and enhance relationships with external suppliers to provide best-in-class experience
  • Represent BMO Capital Markets with professionalism, courtesy and integrity
  • Manage relationships with outside suppliers and achieve operating efficiencies through the use of common suppliers

Change and Innovation

  • Research trends, innovations and changes that may affect the execution of conferences
  • Identify and implement best-practices and ensure they are shared with others
  • Ensure conference team is kept up-to-date with latest technology and industry developments and practices

Risk Management and Control

  • Responsibility for ensuring standards are applied to all conferences Responsibility for ensuring all lines of business are actively engaged and all activities are transparent Responsibility for ensuring budgets are in line with Business Plan

Knowledge and Skills

  • University degree in Business, Communications or related field
  • Certificate in event management and/or College diploma in public relations and/or CMP designation considered an asset(s) Fundamental understanding of investment banking as well as knowledge of products and services
  • Strong understanding of strategies and objectives of BMO CM and individual LOBs
  • Awareness of financial services competitive marketplace and trends


  • Team player, motivated and committed, self-starter and quick learner, confident, assertive, strong interpersonal skills, attention to detail, flexibility and ability to work in ambiguity and under pressure, as well as handle multiple projects simultaneously
  • Ability to manage multiple projects and timelines Strong project management skills
  • Excellent interpersonal skills
  • Knowledge of issues concerning BMO Capital Markets lines of business
  • Understanding of strategies and objectives of individual LOBs Must be proactive and tenacious and maintain a professional disposition at all times
  • Strong proficiency in Excel, Powerpoint, Word, Adobe Acrobat and Dealogic
  • Ability to work across the organization 

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.


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


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.



 Marketing Operations

Primary Location



 Marketing & Strategy-X000072



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