Career Opportunity: Financial Services Specialist

3 weeks ago


Kawartha Lakes, Canada BMO Full time
Job Overview

BMO Financial Group is a leading financial institution dedicated to providing exceptional customer service and delivering innovative financial solutions. We are seeking a highly motivated and experienced Financial Services Specialist to join our team.

About the Role

This exciting opportunity will involve working in a dynamic environment, collaborating with customers, and leveraging your expertise to deliver tailored financial solutions that meet their needs.

Key Responsibilities
  • Provide exceptional customer service, identifying customer needs and offering personalized financial advice and guidance.
  • Deliver sales and service objectives through proactive engagement, building relationships, and leveraging various communication channels.
  • Maintain current knowledge of personal banking products, practices, and trends, incorporating this information into customer conversations.
  • Collaborate with internal partners to deliver seamless customer experiences and achieve business objectives.
Requirements

To succeed in this role, you will require:

  • A minimum of 2-3 years of relevant experience in financial services, preferably with a post-secondary degree in a related field.
  • Registration to sell investment products completed (as required for the jurisdiction).
  • Appropriate lending qualifications and designations.
  • Working knowledge of retail investments and lending products, as well as small business customer needs and solutions.
What We Offer

We offer a competitive salary range of $35,700 - $66,100 per year, along with a comprehensive benefits package that includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.



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