Assistant Manager, Investment Centre, Proactive

5 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 procedures. Identifies and makes referrals to other business groups as needed.
- Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
- Make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
- 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.
- Achieves sales targets with a focus on relevant investment products.
- Escalates complex or unresolved customer situations to senior managers as required.
- Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
- 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.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative with Options.
- Some understanding of Risk Management & Compliance.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - 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**:
$42,300.00 - $78,400.00

**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.

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