Financial Services Advisor

4 days ago


Maple Ridge, British Columbia, Canada BMO Financial Group Full time
Job Summary

We are seeking a Financial Services Advisor to join our team in British Columbia. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing financial solutions that meet the needs of our customers.

Responsibilities
  • Customer Service: Deliver exceptional service to BMO customers and prospects, identifying their needs and providing advice and guidance on financial solutions.
  • Collaboration: Work collaboratively with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • Referrals: Collaborate with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
  • Lobby Leadership: Welcome and guide customers as they walk into the branch lobby, offering advice and guidance on available digital and self-serve options.
Requirements

To be successful in this role, you will require:

  • Experience: 1-2 years of relevant experience in a consultative customer service or sales role.
  • Certification: Registration to sell investment products completed or in progress.
  • Skills: Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • Educational Background: Basic knowledge of specialized sales and business banking solutions.
Benefits

We offer a competitive salary range of $45,000 - $65,000 per year, based on location and experience. In addition to a comprehensive benefits package, we also offer:

  • A performance-based bonus structure.
  • Tuition reimbursement and education assistance.
  • Health insurance, accident and life insurance, and retirement savings plans.
About Us

BMO Financial Group is a leading financial institution with a commitment to an inclusive, equitable, and accessible workplace. We value diversity and encourage applications from qualified candidates who share our values.



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