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Financial Investigator

2 months ago


Scarborough Village, Ontario, Canada BMO Financial Group Full time
Job Title: Financial Investigator

BMO Financial Group is seeking a skilled Financial Investigator to join our team on a 6-month contract basis.

About the Role:

The Financial Investigator will support BMO's Financial Planners/Market Leaders sales force in Canada by conducting investigations and analyzing data to identify trends and areas for improvement.

Key Responsibilities:

  • Conduct thorough investigations to identify root causes of issues and provide recommendations for improvement
  • Analyze data from multiple sources to identify trends and areas for improvement
  • Collaborate with the team to share knowledge and best practices
  • Ensure that investigations are completed within the specified Service Level Agreement (SLA)
  • Apply concepts from resources (policy, guide, FAQ) to close investigations in a timely manner and within SLA
  • Follow up with the field, partners, and teammates to ensure that investigations are completed
  • Quality Assurance (QA) scorecards (FP, Branch, CCC) during the weekends (once every 4 to 5 weeks depending on the number of investigators in the rotation)

Requirements:

  • 1 year of experience with SQL
  • 1 year of experience with Basic Financial Acumen
  • 1 year of experience with MS Office (Word, Excel, etc.)
  • University Degree (Required)

About BMO Financial Group:

BMO Financial Group is an organization driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

About the BMO Contractor Talent Network:

The BMO Contractor Talent Network provides job seekers with direct access to BMO contract job opportunities as soon as they are released. Contract job seekers can create a profile in the BMO Contractor Talent Network portal. Using your profile, you can choose to receive notifications and apply directly when jobs of interest become available.

Accommodations:

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Contact Information:

To request accommodation, please contact your recruiter.