Current jobs related to Sales Assistant - Montréal - BMO Financial Group

  • Sales Assistant

    2 weeks ago

    Montréal, Canada Yumi Organics Full time

    **CPG Food Senior Sales Assistant** Yumi Organics is looking for a Senior Sales Assistant with preference to experience in FMCG industry. We are looking for a very well organized and detail-oriented individual who can think a few steps ahead to ensure great support to our in-house sales team. We hope to find an individual who is a problem solver, critical...

  • Sales Assistant

    1 day ago

    Montréal, Canada Entourage X Full time

    **Sales Assistant - Trade Shows & Events** **About Entourage X** Entourage X is your global turnkey partner for exhibits, events, and corporate environments. We offer full-service customer trade show exhibits, branded marketing displays & equipment rentals for events, design branded corporate environments, and have a studio that crafts digital solutions...

  • Sales Assistant

    1 week ago

    Montréal, Canada Haddad Canada Full time

    Haddad Brands is the Canadian licensee for kids apparel that sells and markets tier 1 global brands such as Nike, Jordan, Hurley, Levi’s, and Converse in the Canadian marketplace. We sell and service the biggest retailers in Canada such as SportChek, Foot Locker, JD Sports, Champs, Hudson Bay, and other key retailers at the national and regional level. If...

  • Sales Administrative Assistant

    6 days ago

    Montréal, Canada Logibec Inc Full time

    **Sales Administrative Assistant** Are you looking for an employer where your experience in project coordination and administration will be put to good use? Are you looking for a new and exciting, part-time, challenge that will fulfill your sense of accomplishment? Take the plunge and join our growing company. Be at the heart of our reputation for...

  • Sales Assistant

    16 hours ago

    Montréal, QC, Canada The Kersheh Group Full time

    As the Sales Assistant, you will play a critical role in supporting the Senior Vice President managing major retail accounts including Walmart USA, mass retailers, and mid-tier department stores. In this role you will be responsible for sales coordination, sample management, data tracking, administrative support, and communication with internal teams to...

  • Sales Assistant

    7 hours ago

    Montréal, QC, Canada The Kersheh Group Full time

    As the Sales Assistant, you will play a critical role in supporting the Senior Vice President managing major retail accounts including Walmart USA, mass retailers, and mid-tier department stores. In this role you will be responsible for sales coordination, sample management, data tracking, administrative support, and communication with internal teams to...

  • Sales Assistant

    4 hours ago

    Montréal, QC, Canada The Kersheh Group Full time

    As the Sales Assistant, you will play a critical role in supporting the Senior Vice President managing major retail accounts including Walmart USA, mass retailers, and mid-tier department stores. In this role you will be responsible for sales coordination, sample management, data tracking, administrative support, and communication with internal teams to...

  • Sales Assistant

    7 days ago

    Montréal, Canada Royal Lepage Mellor Group Full time

    **Groupe Mellor**, l’agence immobilière Nº1 à Montréal est à la recherche d’un professionnel formé pour se joindre à son équipe! Ayant une équipe grandissante, nous sommes à la recherche d'une personne créative et extravertie qui souhaite faire partie d’une entreprise réputée opérant dans un environnement de haute performance. Vous...

  • Sales Administrative Assistant

    7 days ago

    Montréal, Canada Maison Birks Full time

    Established since 1879, **Birks** is a luxury jewellery store whose reputation is built on quality, exclusivity, unique design and excellence in service. We pride ourselves in offering meaningful experiences and in building intimate relationships with each and every one of our clients. As a **Sales /Administrative Assistant** you will get to embody our...

  • Sales Administrative Assistant

    1 week ago

    Montréal, Canada Bus.com Full time

    We're disrupting a $17B private bus industry (in North America alone) that is where the taxi industry was before ride-share. We are doing this by shifting business online and allowing event organizers to move large groups to their destinations with ease. We are the reference in people transportation, including professional sports teams, major tech companies,...

Sales Assistant

2 weeks ago

Montréal, Canada BMO Financial Group Full time

1501 McGill College Avenue Montreal Quebec,H3A 3M8

Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.
- Coordinates marketing activities on behalf of several Investment Advisors.
- Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
- Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
- Accepts and processes orders over the phone or in person.
- Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Prepares and vets client / prospect calls lists; tracks progress as required.
- Maintains and organizes client database.
- Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
- Organizes work and information to ensure accuracy and completeness.
- Projects a professional and consistent image by adhering to organization’s brand, corporate identity, and standards.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Basic/intermediate knowledge of investment process and procedures.
- Strong knowledge of administrative process and procedures as contained in Sales Administration Manual.
- Knowledge of proprietary products and services, and fund company offerings.
- Knowledge of compliance rules (proprietary and industry).
- Knowledge of trade processing rules
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook in the next 12 months
- Current registration as an Investment Representative (IR).
- 12 hours of ongoing compliance training every 3 year cycle to meet mandatory IDA Continuing Education Program requirements.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.