Wednesday , June 29 2022

BMO Careers – Sales Assistant

Website BMO

Job Description:

Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.

Job Responsibilities:

  • Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
  • Coordinates marketing activities on behalf of several Investment Advisors.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
  • Analyzes data and information to provide insights and recommendations.
  • Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
  • Accepts and processes orders over the phone or in person.
  • Prepares and vets client / prospect calls lists; tracks progress as required.

Job Requirements:

  • Strong knowledge of administrative process and procedures as contained in Sales Administration Manual.
  • Successful completion of the Canadian Securities Course & Conduct and Practices Handbook
  • Current registration as an Investment Representative (IR).
  • 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.
  • Basic/intermediate knowledge of investment process and procedures.
  • Knowledge of compliance rules (proprietary and industry).
  • Good familiarity technology applications and software used in the financial planning and investment industry.
  • Knowledge of proprietary products and services, and fund company offerings.
  • Knowledge of trade processing rules

Job Details:

Company: BMO

Vacancy Type: Full Time

Job Location: Markham, CA

Application Deadline: N/A

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