Investment Solutions Representative

Investment Solutions Representative - Grande Prairie, AB

At our company, we have been helping our customers and communities for over 190 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.

Job Description:

MANDATE
Provide sales, service, and administrative support to (1-5) Financial Planners enabling them to have more and better conversations with customers.  Assist with the sale of investment products to customers dealing with Financial Planners, ensuring alignment with the customer’s investment/retirement plans meeting customers’ immediate investment needs.  Through customer conversations, proactively identify additional customer financial needs including personal and commercial everyday banking, lending and investments referring customers as appropriate.  Provide investment-related after-sales service to customers working with Financial Planners ensuring the provision of exceptional customer service.  Resolve customer problems/issues effectively and to the customer’s satisfaction escalating any unresolved issues to the Financial Planner or other appropriate branch representative.   Develop personal sales and service skills with the objective of becoming a Financial Planner within a 12-24 month timeframe.

Job Requirements:

KNOWLEDGE AND SKILLS

Knowledge:
Registered Investment Sales Representative (RISR)
Completed, enrolled in, or willing to undertake enrolment in Canadian Securities Course
Completed, enrolled in, or willing to undertake enrolment in PFP or CFP designation.

Skills:
Relationship Management (in-depth)
Problem Solving (in-depth)
Negotiation (in-depth)
Analytical Thinking (working)
Business Acumen (working)
Operational Effectiveness (working)

BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.

Please apply online www.bmo.com/careers  reference # 95866