Financial Solutions Specialist

5 days ago


Québec, Quebec, Canada BMO Financial Full time

BMO Financial Group is a leader in the financial services industry, and we're committed to helping our customers achieve their goals.

We're seeking a skilled Financial Solutions Specialist to join our team. As a Financial Solutions Specialist, you'll work closely with customers to understand their financial needs and provide tailored solutions to help them achieve their objectives.

Your responsibilities will include:

  • Cultivating relationships with referral networks and identifying new business opportunities
  • Developing and executing effective marketing and sales programs
  • Providing expert advice and guidance on personal lending, investments, and other financial products
  • Collaborating with internal stakeholders to deliver strategic initiatives and drive business results

To succeed in this role, you'll need:

  • Typically 3-5 years of relevant experience and a post-secondary degree in a related field
  • In-depth understanding of the mortgage lending process and applicable regulations
  • Strong interpersonal, sales, and customer service skills
  • Expert knowledge of personal lending, relationship sales, and management

We offer a competitive compensation package, including performance-based incentives and benefits such as health insurance, tuition reimbursement, and retirement savings plans.



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