Manager, Investments Center
2 weeks ago
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 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.
- Ceates 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 providng products that meet investment needs.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Acts as a trusted advisor to assigned business/group.
- Influences and negotiates to achieve business objectives.
- Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
- Implements, reviews, and revises work plans.
- Contributes to the development and execution of business plans.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- 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.
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- Provides professional quality sales and service for customer and prospect inquires, issues and requests.
- Probes to understand customer needs and advises them through their unique investment needs.
- Achieves sales targets with a focus on relevant investment products.
- Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
- 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 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.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Provides specialized consulting, analytical and technical support.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- 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
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