Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Fully remote
Bilingual french and english fluency
Risr certification required
In-depth knowledge of estate and deceased topics
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience
Job Summary
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience.
The position requires conducting needs assessments to recommend financial solutions such as everyday banking, retail investments, and lending solutions.
Employees must adhere to strict regulatory and compliance requirements including Anti-Money Laundering, FCAC provisions, and Privacy Act standards.
Matching Summary
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience.
Salary
Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Bilingual French and English fluency
RISR certification required
In-depth knowledge of estate and deceased topics
Understanding of risk and regulatory requirements
Experience with legal document review
Nice-to-have
Ability to provide training and coaching
Strong analytical and problem-solving skills
Collaborative team player mindset
Proactive marketing integration skills
Key Requirements
2-3 years relevant experience
Post-secondary degree in related field
Must meet licensing and certification requirements