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Financial Services Consultant

3 months ago


Mississauga, Ontario, Canada BMO Financial Group Full time $37,500 - $69,500

Job Family Group:
Retail Banking Sales & Service
Provides outstanding service to BMO clients and potential clients.

Collaborates effectively within the branch and through various channels with BMO partners to enhance the customer experience and meet overall business goals.

Proactively engages with current clients and prospects by conducting needs-based evaluations to foster loyalty and identify immediate and future opportunities.

Interacts with clients to conduct needs assessments that uncover financial solutions and preferred banking methods while suggesting customized solutions that address both sales and service requirements.

Advises clients on available digital and self-service options with the aim of simplifying and expediting the banking process.

Engages clients to expand BMO's business by initiating outreach, scheduling appointments, and cultivating new relationships within the community.

Addresses inquiries and resolves issues raised through consumer credit audits and quality checks to ensure precise data entry and lending application recommendations in compliance with legal and regulatory standards.

Implements the risk management framework to safeguard the Bank's assets and uphold the quality of the lending portfolio.

Makes credit recommendations for personal lending transactions in line with sound credit granting principles.
Acts as a vital member of a collaborative and adaptable branch and market team.
Probes to comprehend customer personal banking and credit card requirements.
Takes the initiative to discover innovative approaches that personalize each customer's experience.
May operate across multiple branches or through various channels based on market demands.
Adheres to risk and compliance processes and policies.
Stays informed about the broader financial services landscape, as well as the legal and regulatory environment.
Maintains up-to-date knowledge of personal banking products, practices, and trends.
Complies with legal and regulatory standards for the jurisdiction.
Safeguards the Bank's assets in accordance with all regulatory, legal, and ethical standards.
Typically requires 3 years of relevant experience and a post-secondary degree in a related field of study is preferred.
Registration to sell investment products completed - as appropriate for the jurisdiction.
Familiarity with retail investments and lending products.
Experience in financial services is advantageous.
Proficient and experienced in utilizing social media, tablets, smartphones, online tools, and applications.
Demonstrates a passionate commitment to assisting our clients.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Accommodations are available upon request for candidates participating in all aspects of the selection process.
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