Personal Banking Advisor: Loans, Investments & Solutions

BMO; Saint-Georges; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional in Canada to deliver tailored financial guidance and solutions. The role involves engaging with customers to assess needs, promoting digital options, and supporting lending decisions within risk guidelines.

The position emphasizes collaboration with branch teams, ongoing risk/compliance adherence, and a drive to grow relationships through proactive outreach in the community.

Qualifications

• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Offers clients advice on digital and self-serve options to simplify banking.
• Makes credit recommendations for personal lending transactions in line with policies.

Skills

Customer service

Sales

Lending

Credit analysis

Regulatory compliance

Financial products

Communication

Organization

Education

Post-secondary degree

Canada investment products registration

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group is seeking a customer-focused professional in Canada to deliver tailored financial guidance and solutions. The role involves engaging with customers to assess needs, promoting digital options, and supporting lending decisions within risk guidelines.

The position emphasizes collaboration with branch teams, ongoing risk/compliance adherence, and a drive to grow relationships through proactive outreach in the community.