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    Investment and Fund Advisor - Vancouver, BC, Canada - BMO

    BMO
    BMO Vancouver, BC, Canada

    1 week ago

    BMO background
    Description
    Achieves sales and other targets established by business plans.

    Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.

    Optimizes opportunities through deal teams and sales calls, maximizing business success.

    Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.

    Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
    Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.
    Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
    Coordinates cash management product implementation and financial transaction set-up.
    Ensures consistent personnel training throughout the team.

    Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.

    Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.

    Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.

    Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.

    Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.
    Maintains current client information on Bank system/files to ensure client history is accurate and complete.

    Typically between - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

    Technical proficiency gained through education and/or business experience.
    Data driven decision making - In-depth.
    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 skillset.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.
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