Account Executive selling Owner's AI - native websites, ordering, CRM, and POS software to restaurant owners. Building sales pipeline, advising customers, and exceeding quota.
About the role
- BMO Investment Operations associate processing account transfers, transactions, and service requests remotely in Ontario. Supporting stakeholders, reconciliations, reporting, regulatory controls, and issue resolution.
Responsibilities
- Support and provide service for BMO’s Investment Operations function and business stakeholders
- Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
- Gather and format data into regular and ad-hoc reports and dashboards
- Support change management execution and sustainment activities
- Act as a problem-solving resource for more junior staff
- Organize work information for accuracy and completeness
- Execute service requests, transactions, queries, and other routine tasks within service-level agreements
- Process transactions, activities, and services accurately and on time while complying with regulatory and risk controls
- Respond accurately and knowledgeably to internal and external stakeholder questions and requests
- Follow documented policies and procedures and meet all SLAs
- Check and reconcile information and documentation
- Analyze data and information to provide insights and recommendations
- Identify, analyze, resolve, or escalate issues and problems
- Communicate and collaborate with internal and external stakeholders
- Develop and maintain stakeholder relationships to fulfill service-delivery expectations
- Maintain understanding of regulatory requirements and operational risks
- Collaborate on development and implementation of new processes and systems and improvements to existing ones
- Support development of tools and delivery of training
- Complete complex and diverse tasks and handle escalations
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
Requirements
- Typically between 2–3 years of relevant experience
- Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
- Good knowledge and experience using relevant systems and technology
- Good knowledge and understanding of business unit products, services, processes, and controls
- Good knowledge of business risk and regulatory requirements
- Good prioritization skills
- Good customer service skills
- Good PC skills, including MS Word, Excel, and PowerPoint
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
- Specialized knowledge
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Training and coaching
- Manager support
- Network-building opportunities
- Workplace accommodations available on request
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Territory Account Executive growing Bridgit’s construction workforce - planning SaaS through prospecting, sales cycles, and account expansion. Owning a Canadian territory and partnering cross - functionally to drive revenue.
Account Director leading performance marketing strategy and client relationships for Level, an AI - powered agency. Connecting paid media, SEO, analytics, and execution to measurable business growth.
Account Executive selling Plooto’s payments and cash - flow platform to Canadian accounting firms and SMB clients. Managing full - cycle SaaS sales, field meetings, partner onboarding, and client adoption across Canada.
Account Executive driving new business and strategic client growth for Blue Mantis’ managed services and technology solutions. Managing enterprise sales pipelines, partnerships, forecasts, and customer relationships.
Account Executive selling Appear’s AI visibility infrastructure to brands. Owning new business, demos, commercial negotiations, and pipeline development across key service verticals.
Commercial Account Executive acquiring new business customers for Softchoice’s cloud, AI, software, and digital workplace solutions. Managing prospecting, sales pipelines, quotes, orders, and customer growth.
Directrice ou directeur de comptes développant des comptes et vendant des solutions infonuagiques, d’IA, logicielles et d’espace de travail numérique de Softchoice. Gestion de quotas, relations clients et prévisions de ventes.
Commercial Account Executive managing 15 - 20 accounts and selling cloud, AI, software, hardware, and digital workplace solutions. Growing customer relationships and revenue through strategic technology sales.
Directrice ou directeur de comptes acquérant de nouveaux clients pour Softchoice, fournisseur de solutions infonuagiques, IA et logicielles. Développement territorial, prospection et gestion de comptes.