Branch Operations Advisor, BMO adviceDirect & BMO SmartFolio (WFH)

BMO; New Brunswick; Remote; CAD 44,000 - 83,000; Full time

Job summary

BMO is seeking a Branch Operations Advisor for its remote adviceDirect and SmartFolio services. The role focuses on delivering tailored investment advice to clients, fostering relationships, and meeting their financial goals. Ideal candidates will possess expertise in finance, strong interpersonal skills, and a desire to help others navigate their investment journeys.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• A minimum of 1-2 years of relevant professional experience.
• Knowledge of equity, mutual funds, GICs, HISAs, ETFs, and bonds.
• Bilingualism in English and French or Cantonese or Mandarin will be considered an asset.

Responsibilities

• Support Premium Advisor and clients by providing professional, customized advice.
• Build strong client relationships and determine individual investment needs.
• Assist with onboarding, trade orders, and investment strategies.

Skills

Excellent communication

Organizational skills

Listening skills

Interpersonal skills

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Job description

Branch Operations Advisor, BMO adviceDirect & BMO SmartFolio (WFH)

Join to apply for the Branch Operations Advisor, BMO adviceDirect & BMO SmartFolio (WFH) role at BMO

Branch Operations Advisor, BMO adviceDirect & BMO SmartFolio (WFH)

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Availability to work between 8:00AM and 10:00PM EST Monday to Friday (37.5 hours per week) Work from home

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

We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our clients. Successful candidates will have:

• 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.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.

To find out more visit us at https://jobs.bmo.com/ca/en

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. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

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