Base: $38,500.00 - $71,000.00; bonus/equity: may i...
2-3 years relevant experience
Consultative sales approach
Knowledge of personal banking products
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including lending and investments
Job Summary
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including lending and investments.
Employees must apply risk management frameworks to protect bank assets while ensuring compliance with legal and regulatory requirements.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.
Matching Summary
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions including lending and investments.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans
Skills & Requirements
Must-have
2-3 years relevant experience
Consultative sales approach
Knowledge of personal banking products
Understanding of retail investments
Ability to conduct needs assessments
Nice-to-have
Passion for helping customers
Experience with digital banking tools
Strong interpersonal communication skills
Resourceful self-starter attitude
Team collaboration mindset
Key Requirements
Post-secondary degree in related field
Registration to sell investment products
Appropriate lending qualifications and designations