BMO Financial Group

Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers. Provides support, guidance, and expertise to ensure customer experience during this difficult time is seamless and effortless. Completes needs assessment to identify and recommend financial solutions and preferred banking channels.

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects, advising 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 and makes referrals to other business groups as needed.

The SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures.