Bilingual Financial Services Specialist

1 month ago

Brossard, Quebec, Canada BMO Full time
Job Summary

We are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will provide financial and investment planning and advice to deliver a solution in the best interests of our customers.

Key Responsibilities
  • Proactively engage with new and existing customers and prospects to provide needs-based assessments and grow loyalty and identify immediate/future opportunities.
  • Implement business development strategies to acquire new business through outbound calling campaigns and cultivating branch referrals.
  • Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Identify opportunities during customer conversations to generate referrals for personal and commercial banking products.
  • Support the achievement of sales and performance targets.
  • Develop and implement a relationship management plan to meet the needs of clients.
  • Respond to customer investment requests to fulfill investment product needs aligned with the customer's goals and refer the customer to partners where appropriate.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Execute work to deliver timely, accurate, and efficient service.
  • Introduce clients to investment strategies and work with clients to set goals and make real financial progress using appropriate guidance tools.
  • Probe to understand customer personal investment and banking needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
  • Look for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintain current knowledge of personal investment products, practices, and trends and integrate into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Build effective relationships with internal/external stakeholders.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
Requirements
  • Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Languages spoken: French & English.
  • Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • Advanced working knowledge of financial industry.
  • 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.
What We Offer

We offer a competitive salary range of $44,500.00 - $82,500.00 and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and strive to help our employees grow and make an impact.

  • Bilingual Financial Services Specialist

    3 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Bilingual Financial Services Specialist to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning advice to our clients, while also developing and implementing business development strategies to acquire new business.Key Responsibilities:Provide...

  • Bilingual Financial Services Specialist

    1 month ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...

  • Bilingual Financial Services Specialist

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...

  • Bilingual Financial Services Specialist

    2 months ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...

  • French Bilingual Customer Service Specialist

    3 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled French Bilingual Customer Service Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients in French. You will be the primary point of contact for customers, responding to their inquiries, resolving issues, and...

  • French Bilingual Customer Service Representative

    4 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a highly skilled and bilingual Customer Account Specialist II to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and promoting our products and services.Key Responsibilities:Provide courteous and professional customer...

  • French Bilingual Customer Service Representative

    4 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:We are seeking a highly skilled and bilingual Customer Account Specialist II to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and promoting our products and services.Key Responsibilities:Provide courteous and professional customer...

  • French Bilingual Customer Service Representative

    4 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and bilingual Customer Account Specialist II to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and promoting our products and services.Key ResponsibilitiesProvide courteous and professional customer...

  • French Bilingual Customer Service Representative

    4 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and bilingual Customer Account Specialist II to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and promoting our products and services.Key ResponsibilitiesProvide courteous and professional customer...

  • French Bilingual Customer Service Representative

    4 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and bilingual Customer Account Specialist II to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and promoting our products and services.Key ResponsibilitiesProvide courteous and professional customer...

  • French Bilingual Customer Service Representative

    4 weeks ago

    Brossard, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and bilingual Customer Account Specialist II to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and promoting our products and services.Key ResponsibilitiesProvide courteous and professional customer...

  • Bilingual Virtual Financial Advisor

    3 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and bilingual Virtual Financial Planner to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProvide financial and investment planning and...

  • Bilingual Disability Claims Specialist

    4 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Bilingual Disability Claims Specialist to join our team at Royal Bank of Canada. As a key member of our insurance team, you will be responsible for adjudicating and managing Group disability claims in a team-oriented, multi-disciplinary, and digital environment.Key ResponsibilitiesAdjudicate...

  • Bilingual Disability Claims Specialist

    4 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Bilingual Disability Claims Specialist to join our team at Royal Bank of Canada. As a key member of our insurance team, you will be responsible for adjudicating and managing Group disability claims in a team-oriented, multi-disciplinary, and digital environment.Key ResponsibilitiesAdjudicate...

  • Senior Financial Planning Specialist

    2 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our team, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Services Associate

    1 month ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our advisory team as a Financial Services Associate. In this role, you will be responsible for providing exceptional client service, supporting investment advisors, and contributing to the growth of our business.Key ResponsibilitiesProvide professional...

  • Financial Services Associate

    1 month ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our advisory team as a Financial Services Associate. In this role, you will be responsible for providing exceptional client service, supporting investment advisors, and contributing to the growth of our business.Key ResponsibilitiesProvide professional...

  • Financial Services Professional

    8 hours ago

    Brossard, Quebec, Canada Bank of Montreal Full time

    Are you looking for a career that offers a sense of purpose and allows you to make a lasting impact?We are seeking a highly motivated and results-driven Investment Specialist to join our team at the Bank of Montreal.About the Role:As an Investment Specialist, you will be responsible for providing exceptional sales and service to our clients, helping them...

  • Investment Banking Specialist Trainee

    4 weeks ago

    Brossard, Quebec, Canada Scotiabank Full time

    About the Role As a highly motivated and customer-centric Investment & Personal Banking Specialist Trainee, you will play a key role in providing exceptional service to our clients. Your focus will be on delivering trusted financial advice and creating personalized financial plans that meet their unique needs. Key Responsibilities * Provide expert advice...

  • Investment Banking Specialist Trainee

    4 weeks ago

    Brossard, Quebec, Canada Scotiabank Full time

    About the Role As a highly motivated and customer-centric Investment & Personal Banking Specialist Trainee, you will play a key role in providing exceptional service to our clients. Your focus will be on delivering trusted financial advice and creating personalized financial plans that meet their unique needs. Key Responsibilities * Provide expert advice...