BMO Financial

BMO Financial

Virtual Estate Specialist - Bilingual - (French/English) RISR Certificate mandatory

REMOTE/TELETRAVAIL, QC, CAN · Part-time

Sponsorship not specified$60k-$67kDetected 1 day ago
Outbound SalesCommunicationCollaborationProblem SolvingMentoring

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odds of building a lasting career here

15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70

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About the role

  • Salary: $36 600,00 - $67 500,00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type.
  • Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
  • Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Requirements

  • Knowledge of Estate and Deceased topic - In-depth.
  • Knowledge of systems and applications - Working.
  • Knowledge of workflow priorities and deadlines - Good.
  • As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
  • Understanding of risk and regulatory requirements.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • fully available Monday to Saturday for all shifts possible
  • You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Nice to have

  • Probes to understand the banking needs of the estate and integrates marketing promotions and programs into customer conversations as appropriate.
  • Completes needs assessment to identify and recommend financial solutions and preferred banking channels (e.g. everyday banking, retail investments, lending solutions, home financing and small business solutions).
  • Handles calls and requests in an informed, professional, and efficient manner.
  • Contacts the customer / executor / liquidator to obtain necessary information for the estate case
  • ensures customer stays informed of status and outcomes.
  • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • May provide training and coaching to junior associates as needed.
  • Completes all tasks related to estate processes as per legal and regulatory requirements and the Bank's policies and processes.

Compensation

  • The above represents BMO Financial Group's pay range and type.
  • For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
  • BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Benefits

  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

Company info

  • At BMO we are driven by a shared Purpose:
  • Boldly Grow the Good in business and life.
  • It calls on us to create lasting, positive change for our customers, our communities and our people.
  • By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
  • 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://jobs.bmo.com/ca/en.
  • 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.
  • At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life.
  • To request accommodation, please contact your recruiter.
  • Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate.
  • Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property.
  • BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
  • A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
  • Note to Recruiters:
  • BMO does not accept unsolicited resumes from any source other than directly from a candidate.
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This listing is sourced directly from BMO Financial's careers page and normalized into a canonical job model.