As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs, champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships.
Responsibilities
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial, service or retail industry
As an Inside Wholesaler, you'll help grow a territory by building relationships with investment advisors, uncovering opportunities, prospecting for new business and bringing investment ideas to clients.
Compensation
$45,000.00 - $100,000.00 Salaried, may include a commission structure.
Responsibilities
Drive growth. Prospect for new relationships, uncover opportunities and help turn conversations into new business.
Build advisor relationships. Develop trusted relationships with investment advisors and earn their trust
Own the territory. Partner with your Wholesaler to develop and execute a focused territory business plan.
Talk investments. Translate what's happening in markets into relevant conversations about investment strategies and solutions.
Create opportunities. Proactively identify advisors, opportunities, and moments where BMO GAM can add value.
Play a key role in growing business by developing lasting relationships with brokerage firms and financial advisors, working closely with the external sales team.
Compensation
The typical hiring range for this position is $70,500 to $92,500 CAD per year
Responsibilities
Working closely with the Vice President, Sales, to manage a defined territory and achieve sales objectives.
Actively generating new business opportunities through outbound calls and prospecting initiatives with advisors.
Developing and maintaining strong, long-term relationships with existing clients and new partners.
Maintaining daily contact by phone and videoconference to understand advisors’ business needs and propose tailored solutions.
Following up on meetings, roadshows, events, and webinars in support of the Vice President, Sales.
Requirements
DEC
Bachelor’s degree in business administration, finance, economics, or another relevant field
Provide administrative support to a successful Advisory Team in private banking and wealth management.
Compensation
The expected base salary range for this position is $38,000 - $48,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
Responsibilities
Review day-to-day execution of private banking deals to ensure quality and efficiency
Monitor private banking business performance and market conditions when implementing new private banking services
Introduce products and services to high net worth clients
Build relationships with internal and external customers through the utilization of appropriate tools or technologies
Maintain existing client accounts and identify opportunities to contact clients
Requirements
Nice to have: knowledge of RBC Dominion Securities’ systems and procedures
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives.
Compensation
$40,500.00 - $80,000.00 Salaried
Responsibilities
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
Advises customers on wealth and investment strategies and products that meet customer’s objectives
Fulfills sales and service activities for the customer in accordance with approved procedures
Identifies and makes referrals to other business groups as needed
May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs
Requirements
post-secondary degree in related field of study
High school diploma or equivalent
Nice to have: Knowledge of competitive market place trends and product offerings
Nice to have: Knowledge of BMO Investment / BMO InvestorLine products and services
This unique position calls on client-focused sales expertise and natural problem-solving skills to help clients with their everyday banking, credit, and investment needs.
Compensation
competitive compensation, bonuses
Responsibilities
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial or service industry
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