Associate - Bmo Nesbitt Burns

2 weeks ago

Montréal, Canada BMO Financial Group Full time

1501 McGill College Avenue Montreal Quebec,H3A 3M8

Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
- Partners with others to develop business relationships with existing clients.
- Collaborates with internal partners to expand business relationships with existing clients.
- Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.
- Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.
- Escalates complex or unresolved client situations and complaints.
- Executes work to deliver timely, accurate, and efficient service.
- Prepares financial plans for clients to meet common financial goals, e.g., retirement.
- Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
- Assists in creating new investment portfolios and identifies changes to be made.
- Assesses fees, determines overall household fees and coordinates with internal partners as applicable.
- Manages the efficient and effective running of the support office; trains new team members and branch support staff.
- Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
- Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
- Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
- Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
- Supports the development and execution of the business strategy and business planning activities.
- Fulfills client sales and service activities in compliance with regulatory requirements.
- Maintains the confidentiality of client and Bank information.
- Adheres to internal risk mitigation policies and industry rules/regulations.
- Focus may be on a business/group.
- 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**:

- Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Bilingualism French and English.
- Financial Planner designation (IQPF)
- Knowledge of Canadian Securities Course & Conduct and Practices Handbook.
- Registration as Registered Representative (RR).
- Complies with mandatory IIROC Continuing Education Program requirements.
- WME must be completed within 30 months of RR License
- 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.

Please note the base salary for this specific position in Montreal is $ 41,600.00

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**:
$41,600.00 - $77,000.00

**Pay Type**:
Salaried & Commission

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 pu

  • Associate - Bmo Nesbitt Burns

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains...

  • Assistant(E) Administratif(Ive)

    5 days ago

    Montréal, Canada Banque de Montréal Full time

    1501 McGill College Avenue Montreal Québec,H3A 3M8 Appuyer un ou plusieurs conseillers en placement (CP), les membres de leur équipe et leur personnel, soutenir les opérations en succursale en effectuant les activités d’administration courantes, et offrir un service à la clientèle exceptionnel afin de soutenir l’atteinte des objectifs...

  • Administration Assistant

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...

  • Sales Assistant

    13 hours ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. - Coordinates marketing activities on behalf of several Investment Advisors. - Expands the...

  • Branch Operations Administrator

    2 days ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 18 months contract Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Manages client documentation for correspondence and set-up. - Collaborates with internal and external...

  • Associé(E) - Bmo Nesbitt Burns

    5 days ago

    Montréal, Canada Banque de Montréal Full time

    1501 McGill College Avenue Montreal Québec,H3A 3M8 Évaluer les besoins de placement propres au client afin de formuler des conseils, de réaliser des ventes et de fournir des services liés aux placements, et ce, de manière professionnelle et personnalisée. Tisser un lien de confiance avec les clients en leur expliquant les stratégies de placement, les...

  • Adjoint(E) Aux Ventes, Bmo Nesbitt Burns

    13 hours ago

    Montréal, Canada Banque de Montréal Full time

    1501 McGill College Avenue Montreal Québec,H3A 3M8 Offrir du soutien administratif visant à appuyer les objectifs de vente et de service de la succursale et de l’équipe, de manière à offrir une expérience client exceptionnelle. Travailler en collaboration au sein de la succursale et avec les partenaires. - Coordonner les activités de marketing pour...

  • Personal Banking Associate

    6 days ago

    Montréal, Canada BMO Financial Group Full time

    511, boulevard des Laurentides St-Jerome Quebec,J7Z 4L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    7 days ago

    Montréal, Canada BMO Financial Group Full time

    5353 Chemin Queen Mary Montreal Quebec,H3X 1V2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banker Associate

    6 days ago

    Montréal, Canada BMO Financial Group Full time

    61 boul Rene-Levesque ouest Montreal Quebec,H2Z 1A3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banker Associate

    6 days ago

    Montréal, Canada BMO Financial Group Full time

    1700 rue St-Catherine Montreal Quebec,H2L 2J4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    180 Peel Street Montreal Quebec,H3C 2G7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    1800 Jean Talon East Montreal Quebec,H2E 1T5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    520 rue Jean Talon Montreal Quebec,H3N 1R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    5145, chemin-Cote des-Neiges Montreal Quebec,H3T 1X9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    2001 Mont-Royal Ave East Montreal Quebec,H2H 1J6 Mobilité pour le Marché Est de l'ile & Lanaudière Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners...

  • Personal Banking Associate

    2 days ago

    Montréal, Canada BMO Financial Group Full time

    1769 rue Fleury est, Unit 9 Montreal Quebec,H2C 1T3 Flexible to work Thursday evenings until 8pm. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to...

  • Personal Banking Associate

    2 days ago

    Montréal, Canada BMO Financial Group Full time

    9440 boul Lacordaire, Bldg D Montreal Quebec,H1R 0C4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...