Financial Services Advisor
4 days ago
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.
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.
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.
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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