November 29
• Understand customer needs and provide wealth and investment-related sales and service • Advise customers on wealth and investment strategies and products • Fulfill sales and service activities for the customer • Identify and make referrals to other business groups as needed • Provide professional quality sales and service for customer inquiries • Achieve sales targets with a focus on relevant investment products • Manage transactional outcomes of customer contacts • Escalate complex or unresolved customer situations as required • Document after completed customer interactions • Maintain knowledge of investment markets and practices • Integrate marketing promotions into customer conversations • Maintain confidentiality of customer and Bank information • Identify and report suspicious patterns of activity as required • Adhere to regulatory and compliance requirements
• Typically 1 – 2 years of relevant experience • Post-secondary degree in related field or equivalent experience • Knowledge of competitive marketplace trends and product offerings • Knowledge of BMO Investment / BMO InvestorLine products and services • Working towards the Canadian Securities Course (CSC) or IFIC course or completion of either • Some understanding of Risk Management & Compliance • Good verbal & written communication skills • Good organization skills • Good collaboration & team skills • Good analytical and problem-solving skills • Fluency in French and English
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
Apply NowNovember 23
1001 - 5000
Join CLEAResult to deliver energy reduction programs as Support Specialist II in Canada.
🇨🇦 Canada – Remote
💵 $22 - $24 / hour
💰 Private Equity Round on 2013-06
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
November 20
51 - 200
Join Carewell as a Customer Care Associate to provide exceptional support to family caregivers remotely.
🇨🇦 Canada – Remote
💰 $25M Venture Round on 2021-05
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
🚫👨🎓 No degree required
November 20
51 - 200
Join Carewell as a Customer Care Associate, supporting caregivers with top-tier service remotely.
🇨🇦 Canada – Remote
💰 $25M Venture Round on 2021-05
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
🚫👨🎓 No degree required
November 19
201 - 500
Supervise a remote team of customer service reps to enhance customer experience and satisfaction. Manage workflows, training, and performance monitoring for better service delivery.
November 16
51 - 200
As a Customer Care Associate, support caregivers at Carewell through customer service solutions while working remotely.
🇨🇦 Canada – Remote
💰 $25M Venture Round on 2021-05
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
🚫👨🎓 No degree required