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Specialist, BMO Investment Centre€‚-1600008058 - Offering in Montreal, Quebec

Posted on: 27-Apr-2016 8:39         Views: 208



Specialist, BMO Investment Centre€‚-1600008058
Permanent position, 37.5h per week
Schedule: Candidates must be available on Monday to Sunday, from 8AM - 9PM. Saturdays and Sundays on a rotation basis.
Location: 2015 Peel St., Montreal

The Specialist in investments is accountable to provide exceptional sales and service to BMO customers or prospects by handling incoming calls and as required outbound calls to the BMO Investment Centre. This role is accountable to advise customers on personal investing strategies that meet the customer’s investment objectives, and fulfill sales & service activities for the customer in accordance with approved procures and in compliance with security commissions regulations.

The goals of BMO Investment Centre are to:
Provide consistent exceptional customer service to external and internal customers.
Achieve retail sales targets with a focus on long-term mutual fund sales, booked referrals and overall customer retention.
Run a cost effective and audit effective investment centre.
Key Accountabilities:

90%: Sales and Service
• Provide exceptional sales and service to BMO customers or prospects by handling incoming calls to BMO IC in an informed, professional and efficient manner.
• As required engage in outbound calls to customers and look proactively for opportunity to enhance the customer experience by providing products that meet their investment needs.
• A deep understanding of all BMO Retail Investment Products offered (Mutual Funds & GICs/Term)
• A deep understanding of all types of Investment Plans offered by BMO (Registered and Non-Registered Plans)
• Probe to understand customer needs and provide advice related to personal investing strategies that meet the customer’s investment objectives and manage all transactional outcomes of the call in a professional and accurate manner (e.g., complete any relevant administration requirements).
• Accept and process purchase and sales orders in accordan
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2005-2015, rue Peel Montreal,Quebec
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