BMO Financial Group Five Star Client Investment Representative – BMO InvestorLine Full Time in Montréal, QC

BMO Financial Group

Branch Montréal QC CA

Five Star Client Investment Representative – BMO InvestorLine
Montréal, QC

Good database management knowledge. Provides a competitive base pay with a generous variable sales compensation program….

Permanent position, 37.5h per week
Schedule : Candidate must be fully flexible from Monday to Friday, between 8am and 8pm.
Location : 2015 Peel St., Montreal

BMO InvestorLine is BMO Financial Group’s direct brokerage business providing a leading guided investment experience for its clients. The Five Star Client Investment Representative position is responsible for providing exceptional service/sales and enhancing the overall preferred client experience with specific activities related to securities transactions. This includes the handling of transactions initiated by customers through multiple channels (phone, IVR, WEB, etc). The Client Investment Representative, 5 Star is responsible for servicing the firms preferred clients under the Five Star Program.

• Final escalation point for any service and securities trading issues related to the preferred client prior to the Manager and handles the most complex trading and services.
• Responsible to identify and attract various sources of personal financial assets and to develop long-term relationships with preferred clients based on our commitment and the firm strategy.
• Business development of new and existing clients through telemarketing, networking, conducting seminars, community involvement, etc.
Business planning/goal setting.
• Special projects.
• Provide input into the development and support the achievement of the overall Preferred BIL strategic direction and the development of tactical plans over a 12-month time frame.
• Identifies product and services needed to be competitive in the marketplace and delivers recommendations to the Preferred CRC Manager.
• Actively support and promote BIL strategic change initiatives
• Provides a competitive base pay with a generous variable sales compensation program.


• REQUIRED : Having successfully completed the Canadian Securities Course (CSC) , Conduct and Practices Handbook (CPH), O ptions Licensing Course (OLC) (certicication must be still valid)
• REQUIRED : Bilingual in French and English (Additional fluency in Mandarin and/or Cantonese is considered a strong asset)
• University or Community College diploma/degree or equivalent experience
• At least 2-5 years of relevant professional experience
• Excellent computer knowledge (Word, Excel, Windows)
• Good database management knowledge
• In depth knowledge and understanding of industry regulations and standards
• Requires a thorough in-depth knowledge and understanding of BMO InvestorLine services and products

• Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
• Cognitive skills to learn and apply technical concepts respecting investing, financial planning, selling and marketing
• Proven track record in developing and growing a related business
• Exceptional communication skills including written, oral, and listening
• Exceptional customer service skills
• Goal and achievement orientated
• Develops long-term objectives and goals. Reviews own actions against the organization’s strategic plan
• Highly organized with excellent analytical, interpretative and constructive thinking skills and significant problem resolution experience
• Ability to work in a high stress environment
• Ability to adapt in a fast-paced, changing environment
• Must be resourceful, patient and resilient
• High attention to detail
• The incumbent should be self-motivated and have the ability to work independently

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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://bmocareers.com/ .

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.

Job Wealth Management
Primary Location Canada-Quebec-Montreal

Organisation North American CCC-X000702
Schedule full-time
Job Posting 01/09/18
Unposting Date Ongoing

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Employment Type: Full Time
Location: Montréal, QC, CA
Posted on: 2018-01-10
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