Partner Support Specialist, Bmo Investorline
3 weeks ago
VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0
**_Assists Partner’s with inquiries as well as account openings/ transfers / account maintenance_**
**_ Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects._**
- Primary point of contact to assist our network of Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners
- Provide support to executors in the handling of the settlement of Estates
- Stays ahead of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Provides professional service for Partner/customer and prospect inquires, issues and requests.
- Probes to understand Partner/customer needs and assists them through their unique needs.
- Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
- Escalates complex or unresolved situations to senior members or managers as required.
- Reviews any required documentation during partner/customer interactions to ensure customer’s requests are accurately processed.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- 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.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- May make outbound calls to customers to resolve complex situations.
- Broader work or accountabilities may be assigned as needed.
**_ Qualifications:_**
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Post-secondary degree in related field or equivalent work experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Some understanding of Risk Management & Compliance.
- Specialized knowledge.
- Verbal & written communication skills
- Collaboration & team skills
- Analytical and problem solving skills
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**:
$37,500.00 - $69,500.00
**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. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
**We’re here to help**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
-
Partner Support Specialist, Bmo Investorline
1 week ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Availability to work between **10:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Work from home** **_Assists Partner’s with inquiries as well as account openings/ transfers / account...
-
Investment Specialist
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(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) Understands customer...
-
Investment Specialist, Bmo Investorline
4 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**: Completed CSC or IFIC **Location**: Work from home within Canada **Availability to work** between 8:00AM and 6:00PM EST Monday to Friday (37.5 **hours per week)** **Start Date**:...
-
Virtual Estate Specialist
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Starting Shift Schedule : Monday to Friday from 11:00am to 7:00pm Provide phone support to our customers/executors to deal with the loss of a loved one. The Estate Specialist will help our customer/executor through the end-to-end Estate and Deceased process. While doing this, the ES will identify...
-
Investment Specialist, Mutual Funds
2 months ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language requirements for the role**: Strong verbal and written languages skills in both French and English **Expected start date **:February 2024 **One of these certifications is required for the start date**:CSC or IFIC **Hours of operation**: Monday to Friday between 8AM and 6PM Understands...
-
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - 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...
-
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language requirements for the role**: Strong verbal and written languages skills in both French and English **Expected start date **:May 21st, 2024 **One of these certifications is required for the start date**:CSC or IFIC **Hours of operation**: Monday to Friday between 8AM and 6PM Understands customer...
-
Partner Support Specialist, Bmo Investorline
3 weeks ago
Quebec City, Canada Banque de Montréal Full timeVIRTUAL61 - 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...
-
Assistant Manager, Investment Centre, Proactive
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(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...
-
Investment Specialist
3 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises 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 Investment Specialist
3 days ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - 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
4 days ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - 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 Mutual Funds
3 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - 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 a completed IFIC or CSC certification **Work from home **Availability to work between** 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Start date**: May...
-
Term Investment Specialist
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language requirements for the role: French and English Location: Virtual/WFH Current hours of operation: Monday to Friday - 8AM-5PM Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies...
-
Bilingual Manager, Investment Centre, Proactive
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(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...
-
Branch Operations Advisor, Bmo Advicedirect
1 week ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**:Strong verbal and written language skills in both French and English **Availability to work** between 8:00AM and 10:00PM EST Monday to Friday (37.5 hours per week) - You set your own schedule - Are you ready to take the next step your career while working from home?_ -...
-
Bilingual Manager, Bmo Investment Centre
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - 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 Specialist
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...
-
Advisor, Digital Investing, Bmo Smartfolio
3 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(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...
-
Bilingual Specialist
4 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Address: VIRTUAL(R)61 - HomeRes - QC - BMO - This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._ Work schedule : must be available to work...
