Bilingual Manager, Investment Centre, Proactive

4 months ago

Quebec City, Canada BMO Financial Group Full time

VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0

Language requirements for the role: Strong verbal and written languages skills in both French and English

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Creates innovative business development strategies, including collaborating with other BMO partners to grow the business.
- Delivers exceptional customer service that builds trust through expertise, responsive service and support.
- Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
- May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Influences and negotiates to achieve business objectives.
- Contributes to the development and execution of business plans.
- Conducts independent analysis and assessment to resolve strategic issues.
- Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.
- Completes report audits and spot checks as required for existing LOB processes.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Executes performance plans and provides feedback to employees and managers on progress towards desired behaviours/results.
- Develops and executes short term tactics/plans to drive specific behaviours, activities, and results.
- Escalates complex or unresolved customer situations to senior managers as required.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 5 - 7 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Supervisor with Options.
- Some understanding of Risk Management & Compliance.
- Completed Branch Complaince Officer Course (BCO).
- Registered Investment Services Representative (RISR).
- Verbal & written communication skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**Compensation and Benefits**:
$64,600.00 - $119,700.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

  • Assistant Manager, Investment Centre, Proactive

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Bilingual Manager, Bmo Investment Centre

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: Strong verbal and written languages skills in both French and English Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet...

  • Bilingual Investment Specialist

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and...

  • Bilingual Investment Specialist

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and...

  • Advisor, Digital Investing, Bmo Smartfolio

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed Canadian Securities Course (CSC) Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Advisor, BMO...

  • Investment Analyst

    3 months ago

    Quebec City, Canada National Bank of Canada Full time

    National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets. If you are analytical and passionate about finance, come and work with us as an Investment Analyst. **Your job** - Analyze and monitor individual...

  • Manager, Investments Center

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL59 - HomeRes - ON - BMO XXXXX Ontario,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...

  • Manager, Business Centre

    4 months ago

    Quebec City, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Bilingual Disability Case Manager

    3 months ago

    Quebec City, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Bilingual Disability Case Manager

    4 months ago

    Quebec City, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Advisor, Bmo Advicedirect

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 - Are _y_ou _r_eady to _b_uild _y_our _c_areer in the _i_nvestme_n_ts _i_ndustry while _w_orking _f_rom _h_ome?_ - Yes, you read that right. This is a _r_emote _r_ole meaning you will be working at home _everyday_! Say goodbye to commutes to and from the office and grow your career from the comfort of your...

  • Investment Specialist-mutual Funds, Bmo Investment

    3 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and...

  • Bilingual Inside Sales Associate

    3 months ago

    Quebec City, Canada EightSix Network Full time

    Job Description Aperçu L’associé bilingue (anglais/français) de développement des affaires contribue au succès des activités de développement des affaires et de service à la clientèle de l’entreprise en communiquant avec les clients, les conseillers et de potentiels clients de l’entreprise tout en offrant un soutien administratif aux...

  • IT Business Relationship Manager

    3 months ago

    Quebec City, Canada Saint-Gobain Full time

    Canada, Quebec, Pointe-Claire Permanent / Regular Information Systems POSITION DESCRIPTION We are looking for a bilingual IT Business Relationship Manager with a passion for positive business impact. This is a great chance to join a Top Employer and contribute to our growth and the opportunity to make an impact with our purpose which is Making the World...

  • Home Advisor

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Bilingual French/English Base pay plus quarterly commission Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on borrowing strategies and products that meet their objectives. Fulfills sales and service activities for...

  • Bilingual Project Manager

    3 months ago

    Quebec City, Canada BAXTER Full time

    **This is where you save and sustain lives** At Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. You'll feel a sense of purpose throughout the organization, as we know our work improves outcomes for millions of patients. Baxter's products and therapies are found in...

  • Bilingual Relationship Manager

    3 months ago

    Quebec City, Canada EightSix Network Full time

    Job Description Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French, because they will be required to work closely...

  • Commercial Account Manager, Corporate Financing

    4 months ago

    Quebec City, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Commercial Account Manager, Corporate Financing

    3 months ago

    Quebec City, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Specialist, Customer Relations Centre

    3 months ago

    Quebec City, Canada EightSix Network Full time

    Job Description Requisition ID: Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in , where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized...