BMO Job Openings – Licensed Sales Assistant

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:

• Organizes work and information to ensure accuracy and completeness.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
• Prepares and vets client / prospect calls lists; tracks progress as required.
• Coordinates marketing activities on behalf of several Investment Advisors.
• Analyzes data and information to provide insights and recommendations.
• Maintains and organizes client database.
• Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
• Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
• Accepts and processes orders over the phone or in person.
• Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.

Job Requirements:

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

Qualification & Experience:

• As a full-time employee, we would require 2-3 years of experience, and post-secondary degree in related field of study desirable or an equivalent combination of education and experience – we are looking for motivated individuals with a strong desire to learn.

Job Details:

Company: BMO

Vacancy Type:  Full Time

Job Location: Edmonton, CA

Application Deadline: N/A

Apply Here

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