BMO Careers – Unlicensed Sales Assistant

4 weeks ago

Toronto, Ontario, Canada BMO Financial Group Full time
Job Description:

Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.

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Job Responsibilities:
  • Projects a professional and consistent image by adhering to organization's brand, corporate identity, and standards.
  • Maintains and organizes client database.
  • Support sales and service objectives by delivering service to the team's clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
  • Prepares and vets client / prospect calls lists; tracks progress as required.
  • Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
  • Organizes work and information to ensure accuracy and completeness.
Job Requirements:
  • Familiarity technology applications and software used in the financial planning and investment industry.
  • Knowledge of operational aspects of traditional and non-traditional products (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products.
  • Basic knowledge learned on the job.
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program.
  • Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Successful completion of the Canadian Securities Course & Conduct and Practices Handbook within 18 months of date of hire is desirable.
  • Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.)
Job Details:

Company: BMO Financial Group

Vacancy Type: Full Time

Job Location: Toronto, CA

Application Deadline: N/A

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