Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• Provides professional quality sales and service for customer and prospect inquires, issues and requests.
• Probes to understand customer needs and advises them through their unique investment needs.
• Achieves sales targets with a focus on relevant investment products.
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
• Escalates complex or unresolved customer situations to senior managers as required.
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• High school diploma or equivalent work experience.
• Knowledge of competitive market place trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Working towards the Canadian Securities Course (CSC) or IFIC course or completion of either. Will be asked to complete either within six months of start date.
• Some understanding of Risk Management & Compliance.
• Basic specialized knowledge.
• Verbal & written communication skills - in both French and English.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary:

$36,000.00 - $54,500.00

Pay Type:

Salaried

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