● 招聘公司：BMO Financial Group
● 公司简介：作为北美资产规模第八大的银行，我们的个人和商业银行、财富管理和投资服务有超过1200万客户。在加拿大、美国和全球各地，我们将继续建设、投资和变革，以推动为增长服务的业绩。● 招聘职位：Cold Caller ● 职位类型：兼职 ● 职位薪酬：$30,000+ ● 工作内容： - 根据需要通过电话联络拓展业务增长潜力；
- 准备和审核客户的电话名单，根据需要跟进；
- 维护和组织客户数据库。
- 向客户提供服务来完成销售和服务目标；
- 组织工作和信息确保准确和完整；
- 保护银行资产并遵守监管、法律和道德要求；
- 根据需要，可以分配更广泛的工作或职责。
● Responsibilities： - Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
- Prepares and vets client / prospect calls lists; tracks progress as required.
- Maintains and organizes client database.
- Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
- Organizes work and information to ensure accuracy and completeness.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Broader work or accountabilities may be assigned as needed.
● 职位要求： - 有1-2年的相关经验和相关专业的大专学历，或同等的教育和经验的结合；
- 了解财富管理公司及分支机构的运作(如客户服务、信托服务、转账等)；
- 熟悉传统和非传统经济产品的运作(股票、债券、货币市场、共同基金)；
- 熟悉财务规划和投资行业的技术应用和软件；
- 最好在聘用之日起18个月内成功完成加拿大证券课程&行为与实践手册；
- 成功完成30天BMO NB投资代表授权项目；
- 口头和书面沟通技巧；
- 掌握法语和英语。
● Requirements： - Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.)
- Knowledge of operational aspects of traditional and non-traditional products (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products.
- Familiarity technology applications and software used in the financial planning and investment industry.
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook within 18 months of date of hire is desirable.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Verbal & written communication skills - Basic (in business environment).
- Bilingual (French and English)
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