Job Summary

• Delivers exceptional service to BMO customers and prospects, identifying needs and providing advice on financial solutions.
• Engages customers to complete needs assessments, identifying financial solutions and preferred banking channels while recommending tailored solutions.
• Acts as a key member of a collaborative and versatile branch and market team, contributing to business results and overall customer experience.

Matching Summary

Salary

Base: $41,714.00 - $69,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Key Requirements

• 2-3 years relevant experience
• Post-secondary degree desirable
• Registration to sell investment products
• Appropriate lending qualifications
• Working knowledge of personal and small business needs
• Experience in financial services is an asset
• Confident use of social media and online tools
• Experience in consultative customer service or sales

Work Rights