Bilingual Manager, Investment Centre, Proactive

7 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.

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