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About the Role

This is a new role within BMO InvestorLine, designed to attract specialist talent to engage with high-value Active Trading clients and prospects. The role involves providing platform demos, supporting workflow setup and troubleshooting, liaising with Relationship Managers, and partnering with the National Sales team for prospecting demos.

Responsibilities

Engage directly with Active Trading clients and prospects to provide Active Trading and Options trading platform demos.
Support Active Trading related workflow setup and troubleshooting.
Liaise with Active Trader Relationship Managers to provide optimal relationship management support.
Partner with the BMO InvestorLine National Sales team with Active Trading prospecting demos.
Understand customer needs and provide wealth and investment-related sales and service.
Guide customers on wealth and investment strategies and products that meet their objectives.
Fulfill sales and service activities in accordance with approved procedures.
Identify and make referrals to other business groups as needed.
Create innovative business development strategies, including collaborating with other BMO partners.
Deliver exceptional customer service that builds trust through expertise, responsive service and support.
Develop and maintain long-term, profitable relationships and expand share of wallet with a portfolio.
Make outbound calls to customers and proactively look for opportunities to enhance customer experience by providing products that meet investment needs.
Stay abreast of consumer needs, industry trends, best practices, and the regulatory environment.
Provide subject matter expertise relating to product knowledge, processes, and operating systems.
Assist the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists.
Implement, review, and revise work plans.
Complete report audits and spot checks as required for existing LOB processes.
Execute performance plans and provide feedback to employees and managers on progress.
Develop and execute short-term tactics/plans to drive specific behaviours, activities, and results.
Provide professional quality sales and service for customer and prospect inquiries, issues, and requests.
Probe to understand customer needs and advise them through their unique investment needs.
Achieve sales targets with a focus on relevant investment products.
Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups.
Escalate complex or unresolved customer situations to senior managers as required.
Perform required documentation after completed customer interactions to ensure accurate processing.
Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations.
Integrate marketing promotions and programs into customer conversations where appropriate.
Maintain the confidentiality of customer and Bank information.
Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions.
Exercise judgment to identify, diagnose, and solve problems within given rules.
Work independently on a range of complex tasks, which may include unique situations.
Take measured risks while protecting the bank by applying the Risk Management Framework.
Make sound and risk-informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws, and regulations.

Requirements

Typically between 4 - 6 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience.
Knowledge of BMO Investment / BMO InvestorLine products and services.
Completed Canadian Securities Course (CSC) or IFIC course / Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Supervisor with Options.
Some understanding of Risk Management & Compliance.
Completed Branch Compliance Officer Course (BCO).
Registered Investment Services Representative (RISR).
Technical proficiency gained through education and/or business experience.
In-depth verbal & written communication skills.
In-depth collaboration & team skills.
In-depth analytical and problem-solving skills.
In-depth influence skills.
Data-driven decision making.

Skills

Active Trading platform demos
Options trading platform demos
Wealth and investment strategies
Sales and service
Business development
Customer service
Relationship management
Risk Management
Compliance
Communication skills
Collaboration skills
Teamwork skills
Analytical skills
Problem-solving skills
Influence skills
Data-driven decision making

Location

100 King Street West

Work Type

Salaried

Experience Level

4-6 years relevant experience

Education Level

Completed Canadian Securities Course (CSC) or IFIC course
Completed Branch Compliance Officer Course (BCO)

Salary/Compensations

$55,500.00 - $120,000.00

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

About the Company

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.
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://jobs.bmo.com/ca/en.

Equal Opportunity

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.