Partner Support Specialist, BMO InvestorLine

Partner Support Specialist, BMO InvestorLine

Location: REMOTE/TELETRAVAIL, QC, CAN; REMOTE/TELETRAVAIL, ON, CAN; REMOTE/TELETRAVAIL, BC, CAN; REMOTE/TELETRAVAIL, NB, CAN; REMOTE/TELETRAVAIL, PE, CAN

Time Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: R240026318

Application Deadline: 11/01/2024

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group: Wealth Sales & Service

Responsibilities:

• Assists Partners with inquiries as well as account openings, transfers, and account maintenance.
• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
• Primary point of contact to assist our network of Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners.
• Provide support to executors in the handling of the settlement of Estates.
• Stays ahead of consumer needs, industry trends, and best practices, and the regulatory environment as it relates to the products and services provided.
• Provides professional service for Partner/customer and prospect inquiries, issues, and requests.
• Probes to understand Partner/customer needs and assists them through their unique needs.
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
• Escalates complex or unresolved situations to senior members or managers as required.
• Reviews any required documentation during partner/customer interactions to ensure customer’s requests are accurately processed.
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements, and Privacy Act provisions.
• Completes complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• May make outbound calls to customers to resolve complex situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Post-secondary degree in related field or equivalent work experience.
• Knowledge of competitive marketplace trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills.
• Collaboration & team skills.
• Analytical and problem-solving skills.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Total Rewards.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people.

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.