Jobs at Bmo in Canada

Job summary

A leading financial services institution seeks a professional to deliver exceptional customer service and provide tailored financial solutions in Peterborough, Ontario. The role includes engaging customers, conducting needs assessments, and offering expertise in personal banking products. Ideal candidates should have 2 to 3 years of relevant experience, strong interpersonal skills, and a commitment to compliance. Additional perks include health insurance and a competitive salary range from $36,600 to $67,500, commensurate with experience.

Benefits

Qualifications

• 2 - 3 years of relevant experience in a financial services role.
• Registration to sell investment products for the jurisdiction needed.
• Working knowledge of retail investments and lending products.
• Strong interpersonal skills to build rapport with customers.
• A focus on results in a sales and team-based environment.
• Analytical skills for problem-solving.

Responsibilities

• Engage with existing customers to assess needs and build loyalty.
• Provide tailored financial solutions to enhance customer experience.
• Address customer inquiries and resolve issues effectively.
• Maintain compliance with regulatory requirements in lending.
• Collaborate with team members to meet business objectives.