Financial Services Representative

6 days ago


Winnipeg, Manitoba, Canada BMO Financial Group Full time

We are seeking a highly skilled Financial Services Representative to join our team at BMO Financial Group.

This is an exciting opportunity for a motivated individual to grow their career in the financial services industry.

About the Role

As a Financial Services Representative, you will be responsible for providing exceptional customer service and sales support to our clients.

You will work closely with our customers to understand their financial needs and goals, and provide personalized solutions to meet those needs.

  • Prospecting and selling BMO's wealth and investment products to existing and new customers;
  • Providing expert advice and guidance on investment strategies and product offerings;
  • Maintaining accurate records of customer interactions and transactions;
  • Collaborating with internal teams to ensure seamless customer experiences;
About You

To be successful in this role, you will need:

  • A strong understanding of the financial services industry and relevant regulations;
  • Excellent communication and interpersonal skills;
  • The ability to build and maintain relationships with clients and colleagues;
  • A high level of professionalism and integrity;
  • A post-secondary degree in a related field or equivalent experience.

We offer a competitive salary range of $37,500.00 - $69,500.00 per year, based on experience and qualifications.

In addition to your salary, you will also have access to a comprehensive benefits package, including health and dental insurance, retirement savings plan, and professional development opportunities.

BMO Financial Group is committed to fostering an inclusive and accessible workplace culture where diversity is celebrated and valued.



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