Bilingual Senior Contracts Specialist at Stryker overseeing contract management and collaborating with various teams. Responsible for negotiation, compliance, and maintaining contract documentation.
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
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.
Bilingual Senior Case Manager responsible for case management and reimbursement support at Sentrex Health Solutions. Collaborating with various stakeholders to ensure patient access to prescribed therapies.
Senior Advisor managing high net worth clients' financial journeys at Wealthsimple. Delivering tailored financial plans and enhancing client experiences in a remote work setting.
Associate Specialist handling bilingual Sales inquiries and supporting operations for investment products at PICTON Investments. Engaging in cross - functional collaboration and ensuring compliance in investor operations.
Appliance Delivery Assistant at Gofor Delivers Inc. for appliance installation and customer service in Montreal. Focused on teamwork and delivering exceptional customer experiences.
Manager, Credit specializing in Canadian agriculture and lending practices at FCC. Leading a team of credit managers and overseeing complex credit decisions for agricultural financing.
Bilingual Client Transactions Service Associate managing DS Front Office Operations inquiries and problems. Collaborating with various operations centers to ensure seamless service experience.
Bilingual Service Solutions Unit Representative responsible for timely resolution of client account issues in financial services. Ensuring superior service to clients in their preferred language of choice.
Bilingual Patient Services Associate supporting patient support programs across Canada. Entering data and managing communications for efficient patient service in a fully remote role.
Bilingual Fleet Maintenance Coordinator managing maintenance and repair for fleet assets. Ensuring compliance, minimizing downtime, and supporting operational needs in a fast - paced environment.