Job Location

236 Raglan Street South

Job Summary

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

Certifications Required

• Canadian Securities Course (CSC) by the Canadian Securities Institute (CSI)
• Canadian Investment Funds Course by the Investment Funds Institute of Canada (IFIC)
• Canadian Investment Funds Course by the IFSE institute
• Investment Funds in Canada Course by CSI

Responsibilities

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and...