BMO Financial

BMO Financial

Investment Specialist

Edmonton, AB, CAN · Part-time

Sponsorship not specified$12k-$24kDetected 10 hours ago
Business DevelopmentOutbound SalesCommunicationCollaborationProblem SolvingMentoring

About the role

  • Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).
  • Salary: $38,500.00 - $71,000.00 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.

Responsibilities

  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Supports the achievement of sales and performance targets.
  • Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
  • Executes work to deliver timely, accurate, and efficient service.
  • Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 12-24-month time frame.

Requirements

  • Good working knowledge of financial industry.
  • 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 or an equivalent combination of education and experience.
  • Working towards the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
  • $38,500.00 - $71,000.00
  • Pay Type:
  • Salaried

Compensation

  • $38,500.00 - $71,000.00
  • 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.

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