Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
About the role
- BMO investment specialist advising Canadian customers on wealth strategies, investment products, and InvestorLine services. Providing bilingual English-Mandarin/Cantonese sales and support remotely.
Responsibilities
- Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects
- Advise customers on wealth and investment strategies and products aligned with their objectives
- Fulfill sales and service activities according to approved procedures
- Identify and refer customers to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance the customer experience
- Provide professional sales and service for customer and prospect inquiries, issues, and requests
- Probe to understand unique investment needs and advise customers accordingly
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer matters to appropriate internal business groups
- Escalate complex or unresolved customer situations to senior managers
- Complete documentation after customer interactions
- Maintain current knowledge of investment markets, practices, trends, and regulatory requirements
- Integrate marketing promotions and programs into customer conversations where appropriate
- Maintain confidentiality of customer and Bank information
- Identify and report suspicious activity related to money laundering
- Adhere to AML, terrorist financing, FCAC consumer protection, Privacy Act, risk management, and compliance requirements
- Complete complex and diverse tasks, including escalations from other employees
- Analyze issues and determine next steps
- Make risk-informed decisions aligned with business strategy, approved policies, laws, and regulations
Requirements
- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field desirable, or equivalent combination of education and experience
- High school diploma or equivalent work experience
- Knowledge of competitive marketplace trends and product offerings
- Knowledge of BMO Investment and BMO InvestorLine products and services
- Completed Canadian Securities Course (CSC) / CIRO licensing preferred
- Canadian Investment Regulatory Exam (CIRE) and Derivatives Exam must be completed within the specified timeframe to become fully functional
- Understanding of Risk Management and Compliance
- Specialized knowledge
- Good verbal and written communication skills in English and Mandarin and/or Cantonese
- Good organizational skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
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