Partner Support Specialist, Bmo Investorline

4 weeks ago

Quebec City, Canada Banque de Montréal Full time

VIRTUAL61 - HomeRes - QC - BMO XXXXX Québec,X0X 0X0

Comprendre les besoins des clients; proposer et vendre des services liés aux placements et à la gestion de patrimoine aux clients actuels et potentiels de BMO. Conseiller les clients sur les stratégies et les produits de placement et de gestion de patrimoine qui satisfont leurs objectifs. Effectuer les activités de vente et de service pour le client, conformément aux procédures approuvées. Repérer des occasions et effectuer des indications de clients à d’autres groupes d’exploitation, s’il y a lieu.
- Appeler au besoin les clients et rechercher de façon proactive les occasions d’améliorer l’expérience client en offrant des produits qui répondent aux besoins en matière de placements.
- Se tenir au courant des besoins des consommateurs, des tendances du secteur et des meilleures pratiques, ainsi que du contexte réglementaire entourant les produits et les services fournis.
- Assurer un service et des ventes de qualité professionnelle en réponse aux interrogations, aux questions et aux demandes des clients actuels et potentiels.
- Poser des questions supplémentaires pour comprendre les besoins des clients et conseiller les clients par rapport à leurs besoins particuliers.
- Atteindre les objectifs de vente en mettant l’accent sur les produits de placement pertinents.
- Gérer toutes les transactions nécessaires pendant les prises de contact avec les clients ou les diriger vers les groupes d’exploitation internes appropriés.
- Transmettre les situations complexes ou non résolues concernant les clients aux directeurs principaux, s’il y a lieu.
- Remplir tous les documents requis après les interactions avec les clients pour faire en sorte que les demandes des clients soient traitées avec exactitude.
- Tenir à jour ses connaissances liées aux marchés, aux pratiques et aux tendances des placements, et les intégrer de manière professionnelle dans les entretiens avec les clients.
- Mentionner les programmes et les promotions de marketing dans les entretiens avec les clients, s’il y a lieu.
- Protéger la confidentialité des renseignements des clients et de la Banque.
- Déceler et signaler toute habitude suspecte pouvant être associée au blanchiment d’argent.
- Respecter les exigences en matière de réglementation et de conformité, notamment les exigences de signalement dans le cadre de la lutte contre le blanchiment d’argent et le financement des activités terroristes, les exigences de l’Agence de la consommation en matière financière du Canada (ACFC) en ce qui a trait à la protection des consommateurs et les dispositions de la Loi sur la protection des renseignements personnels.
- Exécuter des tâches complexes et diversifiées en respectant les règles et les limites établies; gérer au besoin les demandes de transmission à l’échelon supérieur des autres employés.
- Analyser les problèmes et déterminer les prochaines étapes.
- Des tâches et des responsabilités plus larges peuvent être attribuées au besoin.** Qualifications**:

- Généralement de deux à trois années d’expérience professionnelle pertinente avec diplôme d’études postsecondaires dans un domaine connexe souhaitable, ou combinaison équivalente de scolarité et d’expérience.
- Diplôme de niveau secondaire ou expérience de travail équivalente.
- Connaissance de la concurrence dans le secteur et des tendances en matière d’offre de produits.
- Connaissance des produits et des services offerts par BMO Investissements et BMO Ligne d’action.
- Cours sur le commerce des valeurs mobilières au Canada (CCVM) ou cours Fonds d’investissement au Canada réussi / titulaire d’un permis de représentant en placement de l’Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM).
- Compréhension fonctionnelle des principes de gestion des risques et de conformité.
- Connaissances spécialisées.
- Compétences en communication orale et écrite - bonnes compétences.
- Compétences en organisation - bonnes compétences.
- Compétences pour la collaboration et le travail d’équipe - bonnes compétences.
- Compétences en analyse et en résolution de problèmes - bonnes compétences.

Ce poste requiert une bonne connaissance de l'anglais pour interagir, soutenir et/ou fournir des services à des clients, employés et/ou partenaires qui ne parlent pas français et qui sont situés au Québec et/ou à l’extérieur du Québec.

**Rémunération et avantages sociaux**:
$37 500,00 - $69 500,00

**Type de rémunération**:
Salaire

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au pr

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