Under the direction of the Branch Operations Manager, this role is responsible for servicing the existing client base and expanding the business growth potential of the IA teams and the branch through increasing the potential client base. This role is also responsible for the coordination of all client events for existing and potential clients.
Business Delivery and Operational Effectiveness
Manage all incoming calls in a timely, professional and courteous manner
Organization of client appreciation events, client seminars and conference calls
Develop and implement new client acquisition campaigns
Production and generation of quarterly newsletter
Telemarketing and making cold calls to potential clients
Website development and maintenance
Development and production of new marketing literature
Prepare and vetting prospecting lists
May provide administrative support to branch with effective communication skills and a basic understanding of the investment/security industry
Ensure efficient service of clients
Support Firm service goals
Maintain and organize client database
Maintain and organize the team marketing calendar
Streamline and forward BMO Nesbitt Burns Economic and Equity research to clients Manage time and personal development
Contribute to team goals and strategic planning initiatives Shows commitment, initiative and self-reliance in managing personal and career development in a manner consistent with team direction
Provide telemarketing and cold calling support to IA teams
Support the goals of the team and branch
Willingly embraces change and seeks opportunities created Ongoing focus on continuous improvement
Works with one or more IA(s)Initiate and cultivate team building with co-workers
Embrace a positive attitude and highly focused work style
Work to implement good time management and priority setting skills to improve efficiency
Execute or implement business priorities in a rapidly changing environment
Focus on longer term priorities with long term business plan strategies being unclear
Risk Management and Controls
Ensure compliance regulations are adhered to Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy
Knowledge and Skills
Basic/intermediate knowledge of investment process and procedures Strong communication skills both verbal and written
Strong interpersonal skills
Excellent computer skills including: MS Office, Windows based contact manager, website design.
Candidate should have some knowledge of investment markets and a desire to work towards a career in investment management
Basic knowledge of the investment/security industry
Prior customer service experience
Ability to stay current and thrive in a changing environment
High School Diploma
Completion of the Canadian Securities Course and CPH would be an asset
We’re here to help
At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
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://bmocareers.com.
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.
Job Wealth Management
Primary Location Canada-Ontario-Toronto
Organisation BMO Wealth Management-X005000
Unposting Date Ongoing