Financial Investigator (Contract) — Data & SLA Focus

Randstad Canada; Mississauga; On-site; CAD 65,000 - 75,000; Full time

Job summary

BMO is seeking a Financial Investigator on a 6-month contract to support its Canada-wide operations. The role focuses on performance management for the Financial Planners/Market Leaders sales force and requires collaboration with teams to resolve investigations within SLA.

Qualifications include 1 year of SQL, basic financial acumen, and MS Office proficiency. This contract opportunity is posted through Procom as BMO's recruitment partner.

Qualifications

• SQL experience of at least 1 year.
• Basic financial acumen with at least 1 year.
• Proficiency with MS Office (Word, Excel, etc) for 1 year.

Responsibilities

• Completing assigned investigations with a daily target
• Reviewing/analyzing data from multiple sources to assist closing investigations within SLA
• Identify/refer cases to developers/team lead with supporting details
• Share knowledge among team members
• Ensure investigations are closed within the SLA
• Applying policy/guide/FAQ concepts to close investigations timely
• Follow up with field/partner/teammates relating to investigations
• QA scorecards during weekends (rotation-based)

Skills

SQL

Basic Financial Acumen

MS Office

Education

University Degree

Tools

MS Office

Job description

BMO is seeking a Financial Investigator on a 6-month contract to support its Canada-wide operations. The role focuses on performance management for the Financial Planners/Market Leaders sales force and requires collaboration with teams to resolve investigations within SLA.

Qualifications include 1 year of SQL, basic financial acumen, and MS Office proficiency. This contract opportunity is posted through Procom as BMO's recruitment partner.