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Role Summary

This role provides professional support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance. It focuses on delivering exceptional service and investment-related guidance to customers and prospects, while ensuring compliance and operational excellence.

Key Responsibilities

• Partner Support & Relationship Management
  Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services.

• Ownership & Follow-Through
  Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand.

• Customer Needs & Service Excellence
  Understands customer needs and delivers tailored wealth and investment-related solutions. Probes effectively to uncover unique requirements and ensures a seamless experience.

• Issue Resolution & Escalation
  Manages transactional outcomes and escalates unresolved or complex situations to senior team members or managers as needed.

• Documentation & Accuracy
  Reviews and processes documentation during Partner and customer interactions to ensure accuracy and completeness.

• Market Knowledge & Integration
  Maintains current knowledge of investment markets, trends, and practices, integrating insights into customer conversations professionally.

• Marketing & Promotion Integration
  Incorporates relevant marketing programs and promotions into customer interactions where appropriate.

• Compliance & Risk Management
  Adheres to all regulatory and compliance requirements, including Anti-Money Laundering (AML), Terrorist Financing, FCAC consumer provisions, and the Privacy Act.

• Suspicious Activity Reporting
  Identifies and reports suspicious patterns of activity that may be related to money laundering or other financial crimes.

• Outbound Engagement
  May initiate outbound calls to resolve complex situations and ensure customer satisfaction.

• Additional Duties
  Completes diverse tasks within established guidelines and may handle escalations from other employees. Broader accountabilities may be assigned as needed.

Qualifications

• 2–3 years of relevant experience, ideally in financial services or investment operations.
• Post-secondary education in a related field or equivalent work experience.
• Strong knowledge of BMO Investment / BMO InvestorLine products and services.
• Understanding of competitive market trends and product offerings.
• Familiarity with risk management and compliance practices.
• Excellent verbal and written communication skills.
• Bilingualism (French and English) preferred.
• Strong collaboration and team skills.
• Analytical thinking and problem-solving capabilities.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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.