Supports the delivery of an exceptional customer experience to private banking clients, providing professional service and managing client needs and transactions.
Compensation
$40,500.00 - $80,000.00
Responsibilities
Provides courteous, knowledgeable service to private banking clients
Identifies client needs and matches with appropriate products or services
Prepares new business proposals or presentations
Manages transaction processing and ensures timely completion
Takes ownership of client inquiries and resolves concerns
Provide discretionary investment and wealth planning solutions to high-net-worth clients, manage portfolios, acquire new clients, and ensure compliance.
Compensation
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.
Responsibilities
Develop comprehensive and customized investment portfolios
Monitor and manage portfolios in compliance with Investment Policy Statement
Manage client portfolios and grow Assets under Management
Acquire new clients with sales directors and independent advisors
Rebalance client portfolios and report performance
Requirements
Undergraduate degree in commerce, finance or equivalent (MBA or related degree considered an asset)
Nice to have: CFA
Nice to have: Chartered Investment Manager (CIM) designation
Nice to have: Bilingual French/English
Nice to have: Licensable as Advising Representative
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
Compensation
$40,500.00 - $80,000.00
Responsibilities
Provides advice and guidance regarding financial solutions
Proactively engages with existing customers and prospects to grow loyalty and identify opportunities
Recommends tailored solutions addressing sales and service needs (e.g., everyday banking, retail investments, lending solutions, home financing, small business solutions)
Supports customer transactions needs based on customer traffic
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships
Operate the production line and complete all paperwork required for assigned tasks ensuring proper documentation for Food Safety and follow quality standards.
Responsibilities
Complete all paperwork required for assigned tasks ensuring proper documentation for Food Safety and follow quality standards
Ability to follow strict manufacturing practices and safety policies
Load bulk trucks: Unload and receive the ingredients; Accurately and efficiently ship products ordered by customers
Perform the tasks related to the preventive and sanitary maintenance of the plant and ensure that the quality control requirements of the ingredients are met at all times
Operate the production line
Requirements
Nice to have: Feed Mill experience
Nice to have: Manufacturing environment experience
Supports daily retail operations, including assisting customers, processing sales transactions, receiving and merchandising products, and maintaining store standards
Supports warehouse activities and requires strong customer service skills, attention to detail, and the ability to work effectively in a fast‑paced environment
Assists with stock counts in the mill store and warehouse, including receiving, merchandising, and inventory organization
Provides in‑store and phone support to customers by answering inquiries and offering product information and recommendations
Supports sales transactions, including processing purchases accurately and efficiently
Assist customers in achieving their financial goals by providing sound financial planning advice on investment and credit banking solutions.
Compensation
$52,700 - $74,400 CAD
Responsibilities
Advising customers of high-level financial solutions from a range of available investment and credit banking solutions
Engaging with customers to create positive experiences to retain and deepen relationships
Increasing customer financial confidence by providing personalized financial advice
Acting as a point of contact for the frontline staff in handling customer problems
Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions
Requirements
High school diploma
Post-Secondary or Undergraduate degree in related field (asset)
Completion of IFIC or equivalent
CFSA must be completed within 12 months
Nice to have: Real estate secured lending experience