KNOWLEDGE:

• Undergraduate University Degree
• 5-10 years Investment Sales Experience
• Completed CSC, CPH and DFOL preferred
• Further certifications towards WME/CIRO licensing will be mandatory within a specified time
• PFP or CFP is an asset
• Seasoned professional with a combination of education, experience, and industry knowledge
• In-depth knowledge of investment products and financial markets
• In depth knowledge of online investing brokerage platforms, pricing, and process
• In-depth knowledge of competitive marketplace and trends in InvestorLine Product offerings
• In-depth knowledge of sales strategies and tactics, focusing on high net worth prospects and clients
• In-depth knowledge of Bank products, services, organization, and Banking Group interrelationships
• Experience with Salesforce
• Ability to take in knowledge and resolve a magnitude of diverse, complex, and ambiguous issues

SPECIALIZED SKILLS/TRAINING:

• Proven investment sales success is mandatory
• Exceptional sales & customer service orientation skills
• Exceptional networking, presentation, facilitation, and relationship building skills
• Exceptional interpersonal and communication skills
• Demonstrated ability to set priorities clearly and decisively
• Strong influencing and negotiating skills sufficient to shape thinking and decisions while responding to underlying concerns or multiple interests
• Strong problem-solving and multitasking skills
• Reliable in meeting deadlines
• Sound business planning and organization skills and ability to manage multiple priorities
• Strong verbal and written communication skills with an ability to adapt communication style depending on audience
• Collaboration & team skills; with a focus on cross-group collaboration
• Ability to work independently under minimal supervision
• Ability to manage ambiguity

ADDITIONAL REQUIREMENTS:

• Extensive travel (80-100%) within assigned region
• Work schedule to include evenings and weekends for business meetings, conferences, internal and client events
• Broader work or accountabilities may be assigned as needed

ABOUT US

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes

Please refer the Job description for details