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    Part time, Personal Banker - Ottawa, ON, Canada - BMO

    BMO
    BMO Ottawa, ON, Canada

    1 week ago

    BMO background
    Part time
    Description

    Job Family Group:
    Retail Banking Sales & Service

    # Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.
    # Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).
    # Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
    # Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
    # Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
    # Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
    # Supports the achievement of sales and performance targets.
    # Develops and implements a relationship management plan to meet the needs of the client.
    # Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
    # Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
    # Executes work to deliver timely, accurate, and efficient service.
    # Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
    # Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
    # Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
    # Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
    # May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
    # Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
    # Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II).

    Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
    Advanced working knowledge of financial industry.
    Salaries for part-time roles will be pro-rated based on the number of hours regularly worked.

    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. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities, and our people. We strive to help you make an impact from day one - for yourself and our customers.

    We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

    From in-depth training and coaching to manager support and network-building opportunities, we'll help you gain valuable experience and broaden your skill set.

    #
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