Relationship Banker & Financial Solutions Advisor

BMO; Mississauga; In loco; CAD 41.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descrizione del lavoro

BMO Financial Group is seeking a customer-focused professional in Mississauga to deliver tailored financial guidance, grow relationships, and support branch goals. You will assess needs, present suitable banking solutions, and guide clients through digital tools while maintaining compliance across processes.

The role emphasizes relationship building, sales aptitude, and collaborative teamwork in a dynamic banking environment.

Competenze

• Experience in financial services or sales is preferred.
• Solid understanding of customer financial solutions and needs-based advice.
• Ability to engage customers and build rapport in a consultative manner.

Mansioni

• Delivers needs-based assessments to grow loyalty and opportunities.
• Proactively engages with customers and prospects to identify solutions.
• Provides guidance on everyday banking, lending, investments, and home financing.
• Ensures compliance with legal, regulatory and lending policies.
• Collaborates with branch teams and partners to enhance the customer experience.

Conoscenze

Interpersonal skills

Sales experience

Communication skills

Problem solving

Listening skills

Formazione

Post-secondary degree in related field

Registration to sell investment products (Canada)

Strumenti

Digital banking tools

Descrizione del lavoro

BMO Financial Group is seeking a customer-focused professional in Mississauga to deliver tailored financial guidance, grow relationships, and support branch goals. You will assess needs, present suitable banking solutions, and guide clients through digital tools while maintaining compliance across processes.

The role emphasizes relationship building, sales aptitude, and collaborative teamwork in a dynamic banking environment.