Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions
Job Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
BMO is committed to an inclusive, equitable and accessible workplace, learning from each other’s differences to gain strength through people and perspectives.
Matching Summary
Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
Salary
Base: $36,600.00 - $67,500.00; Bonus/Equity: commission structure may apply; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
delivers exceptional service
identifies customer needs
provides financial solutions
proactively engaging customers
risk management framework
ethical requirements
Nice-to-have
creative approaches
ongoing improvement
collaborative and versatile team
passionate commitment
resourceful self-starter
Key Requirements
Registration to sell investment products
Appropriate lending qualifications
2-3 years relevant experience
post-secondary degree desirable
working knowledge of personal and small business customer needs
working knowledge of retail investments and lending products