Conseiller(e) En Service Bancaire

BMO Financial Group

Unknown, Unknown, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Consultative customer service experience
Knowledge of retail investment products
Understanding of personal lending solutions
The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions in the best interests of clients

Job Summary

  • The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions in the best interests of clients.
  • Employees must apply risk management frameworks to protect bank assets while ensuring compliance with legal and regulatory requirements.
  • The position offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

The role involves delivering exceptional service by identifying customer needs and providing tailored financial solutions in the best interests of clients.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and discretionary bonuses; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Consultative customer service experience
  • Knowledge of retail investment products
  • Understanding of personal lending solutions
  • Ability to conduct needs-based assessments
  • Compliance with regulatory requirements

Nice-to-have

  • Passionate commitment to helping customers
  • Experience with social media and digital tools
  • Resourceful self-starter with courage
  • Strong interpersonal and rapport building skills
  • Drive to deliver a personal customer experience

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Registration to sell investment products (Canada)
  • Appropriate lending qualifications and designations

Work Rights

Not specified

Tailored Resume

Cover Letter