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Branch Operations Advisor, Bmo Advicedirect
2 weeks ago
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO XXXXX Ontario,X0X 0X0
- Are you ready to take the next step your career while working from home?_
- Yes, you read that right. This is a remote role meaning you will be working at home _everyday_ Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO._
- Whether you are new to Wealth Management or already have experience, our contact center is the right place for you_
Website: BMO adviceDirect, BMO SmartFolio
**Who you are?**
You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision.
You love interacting with people and are passionate about helping Canadians invest smarter.
You have a passion for investments and stay up-to-date on the latest market news.
You understand what it is like to be a client and appreciate going above and beyond the call of duty to help people and solve to help them.
You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.
Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.
**Responsibilities**
Breaking the mold of a traditional contact centre environment, the Branch Operations Advisor is responsible to primarily support Premium Advisor, inbound Advisor, and clients. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as onboarding/KYC discussions, various trade orders, investment strategies, suitability conversations, assist with documentation, etc. Work collaborates with a team of support resources and other advisors to deliver best in class experience remotely
**Qualifications**
- A minimum of 1-2 years of relevant professional experience
- Completed Canadian Securities Course (CSC). Conduct and Practices Handbook (CPH) will be considered as an asset
- Knowledge of equity, mutual funds, GICs, HISAs, ETFs and bonds.
- In-depth knowledge and understanding of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills.
- Bilingualism English and French or Cantonese or Mandarin will be considered an asset.
- Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
- Industry Accreditations or working towards preferred (CIM, CFA, CFP)
**Salary**:
$44,500.00 - $82,500.00
**Pay Type**:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
**About Us**
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.
