Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Needs-based financial assessments
Personal and small business banking solutions
Risk management and compliance adherence
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and guidance
Job Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and guidance.
Supports customer transactions and proactively engages with customers to grow loyalty and identify opportunities while ensuring compliance with risk management frameworks.
BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and performance-based incentives.
Matching Summary
Delivers exceptional service to BMO customers and prospects by identifying needs and providing tailored financial advice and guidance.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Needs-based financial assessments
Personal and small business banking solutions
Risk management and compliance adherence
Consultative customer service and sales
Digital and self-serve banking options
Credit recommendation and lending process
Nice-to-have
Strong interpersonal and communication skills
Resourceful self-starter with confidence
Team collaboration and versatility
Problem solving and analytical skills
Passionate commitment to customer experience
Key Requirements
2-3 years relevant experience
Post-secondary degree or equivalent
Registration to sell investment products (Canada)
Appropriate lending qualifications and designations
Working knowledge of retail investments and lending products
Work Rights
Registration to sell investment products as appropriate for jurisdiction