Bmo

Client Service Associate

Winnipeg, MB, CAN · Part-time

Sponsorship not specified$34k-$63kDetected 1 day ago

CommunicationCollaborationProblem SolvingMentoring

About the role

Salary: $34,200.00 - $63,000.00 Pay Type: Salaried & Commission 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.

Advanced knowledge of investment process and procedures.
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
Knowledge of compliance practices and regulations.
Knowledge of Insurance and group products is an asset
Knowledge of Trust and Estate services is an asset
Knowledge of trade processing rules.
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 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Knowledge of Financial/Retirement planning.
Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
Current registration as Investment Representative (IR).
10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
Specialized knowledge.
Verbal & written communication skills - Good.

$34,200.00 - $63,000.00
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.

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.
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

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.
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.

This listing is sourced directly from Bmo's careers page and normalized into a canonical job model.