Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
About the role
- Remote BMO Investment Specialist advising customers on InvestorLine wealth and investment products. Handling sales, service, compliance, and investment-related customer needs.
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 in accordance with approved procedures
- Identify and make referrals to other business groups as needed
- Make outbound customer calls and proactively identify opportunities to enhance customer experience
- Stay current on consumer needs, industry trends, best practices, and regulatory requirements
- Provide professional-quality 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 required documentation after customer interactions
- Maintain current knowledge of investment markets, practices, and trends
- 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, Privacy Act, regulatory, and compliance requirements
- Analyze issues, determine next steps, and handle escalations from other employees
- Apply BMO’s Risk Management Framework and make sound, risk-informed decisions
Requirements
- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field of study 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 / BMO InvestorLine products and services
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
- Some understanding of Risk Management & Compliance
- Good verbal and written communication skills
- Good organizational skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
Benefits
- Commission structure may apply
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Rating Analyst analyzing infrastructure and project finance credit risks for S&P Global Ratings. Building models, dashboards, and research supporting independent credit opinions.
VMO Financial Analyst monitoring IT contract timelines, SLAs, incidents, and usage for Deloitte Technology. Supporting sourcing stakeholders and optimizing global hardware and software value.
CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
Finance Manager modernizing Controlling and Inventory processes for Johnson & Johnson’s global healthcare transformation. Supporting S4/Hana ERP design, testing, deployment, and process harmonization.
Senior FP&A Analyst leading forecasting, reporting, and investment analysis for JD Power’s automotive data and analytics business. Advising Dealer and FSAAS technology and product leaders.
Investment banking analyst supporting valuation, financings, M&A, and advisory mandates. Desjardins Capital Markets provides tailored capital markets solutions across Canada.
Personal Finance Advisor helping Desjardins members in Québec meet financial goals through investments, loans, and insurance. Managing trusted client relationships and integrated financial strategies.
Financial Planner developing personalized savings and investment strategies for Desjardins members and customers. Building wealth - management relationships and growing high - potential portfolios in Trois - Rivières.
Data editor producing consumer - focused personal finance journalism for The Globe and Mail. Analyzing datasets and building visual, data - driven stories and reporting tools.