Bilingual Funding Officer reviewing loan applications and validating documentation for Financeit, a Canadian point - of - sale financing provider. Serving Partners and Borrowers while maintaining lending compliance and operational integrity.
About the role
- Wealth and Investment sales role providing advisory services and fulfilling clients' needs. BMO seeks bilingual candidates to enhance customer experiences in investment services.
Responsibilities
- Understands customer needs and provides wealth and investment-related sales and service
- Advises customers on wealth and investment strategies and products
- Fulfills sales and service activities for the customer
- May make outbound calls to customers and look proactively for opportunities
- Stays abreast of consumer needs, industry trends, and regulatory environment
- Provides professional quality sales and service for customer inquiries, issues, and requests
- Achieves sales targets with a focus on relevant investment products
- Escalates complex or unresolved customer situations
Requirements
- Typically between 0 - 2 years of relevant experience
- Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
- High school diploma or equivalent work experience
- Knowledge of competitive market place trends and product offerings
- Knowledge of BMO Investment / BMO InvestorLine products and services
- To complete Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative when joining BMO
- Some understanding of Risk Management & Compliance
- Specialized knowledge
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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