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  • Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and…
  • Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
  • Banking industry experience (1-4 years).
  • Working knowledge of BMO Investment Management & Trust products and services.
  • Shares knowledge with team members.
  • Understanding of BMO Global Asset Management products and portfolio solutions and the investment industry market.
  • Influence and coaching skills - In-depth.
  • Typically between 3 – 5 years of phone and investment sales experiences and post-secondary degree in related field of study or an equivalent combination of…
  • Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures,…
  • Typically between 5 - 10 years of relevant sales, coaching, and leadership experiences in HNW Private Banking and Investment brokerage experiences and post…
  • In addition, the CSO prepares and executes lending (non-security) and investment product documentation as required to meet the customers needs, ensuring…
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and and provide personal banking…
  • 5 to 10 years of related business experience (corporate finance, M&A, Investment Banking, private equity, project financing).
  • Ability to travel as required.
  • The Personal Banking Channel Manager is responsible for the distribution of Term Investment products, such as Guaranteed Investment Certificates (GICs), through…
  • Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Investment Research,…
  • This role will be accountable to lead a team focused on assisting new and existing clients in dealing with investment banking needs.
  • Engage customers in complete, needs based conversations to identify financial solutions and preferred banking channels while recommending tailored solutions…
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and…