Overview of salaries statistics of the profession "Insurance Processing Associate in Canada"

Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. At solutionshop, we partner with customers to help them find the right solutions to be successful, such as services like Design, Print, Tech Support, Digital Marketing, as well as Shipping.We are looking for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Copy & Print Centre Representative supporting solutionshop, you consult and provide recommendations on solutions for your customer partners by utilizing all the business development service options that will help them achieve their working and learning goals. You filter sales and production through appropriate channels, and understand the unique needs of our consumer and business customers. You use your knowledge of products and solutions to find ways to inspire our customers, building loyalty and trust; and adding value in ways that are meaningful to them. You help customers to work, learn, and grow. Specifically, you will: •Contribute to the sales and margin goals in the services area of the store, including print, digital marketing, shipping and tech services. •Own the appearance and standards of the solutions shop, and partner with the solutions shop team to maintain supplies. •Review the online dash board and filter the processing of customer orders in an efficient, accurate manner. •Pay close attention to detail and instructions, and manage projects while following proper production procedures (set-up, quality control, and finishing). •Connect, Share, and Partner with customers to discover sales opportunities. •Create a best-in-class customer experience especially when managing customer queues. •Operational excellence and customer experience are important aspects of your role. You will operate cash registers, follow all loss prevention measures and ensure the cleanliness and store standards of your assigned departments. •Ensure that a clean and safe environment is always top-of-mind, keeping the safety of yourself, fellow associates, and our customers as a key priority. Some of what you need •1-2 Years of Retail customer service. •Prior experience in a retail/commercial printing environment is preferred. •Working towards or successful completion of high school is preferred. •Proven track record of achieving customer service excellence and sales results •Technology savvy •Curious •Approachable •Passionate •Solutions finder Some of what you will get •Associate discount •Flex Benefits •RRSP/DPSP •Learning & Development programs •And more... Additional Information •A moderate amount of physical effort and operation of equipment / machinery is required to execute our merchandising standards and to maximize our customer experience. •There will be exposure to moderately levels of noise generated by the print equipment. •You will be required to stand in a stationary position for periods of time. This would occur while working on various orders. •We'll also ask you to work a variety of shifts including evenings and weekends. Staples is an equal opportunity employer committed to diversity and inclusion and we encourage applications from all qualified candidates, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially.

Location: Shelbourne Branch Job Type: Full Time myWork Options: In-person Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What's the job? The purpose of the Associate Financial Planner (AFP) is to provide an opportunity for employees to develop their skills, support training, and education to become a Financial Planner. This role is accountable to assist and support the Financial Planners (FP) in managing existing lower tier portfolio, developing new business, and maximizing productivity by providing both Sales and Administrative support. In partnership with the Financial Planner this position will work to expand relationships, and over time source and obtain business, while supporting the fulfillment of the partnering Financial Planners day to day activities. This role focuses on maximizing business opportunities by delivering a positive and unexpected member experience through strong relationships. The Associate Financial Planner may also work outside regular business hours to network in the community to build business opportunities. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required. This role will provide hands-on training and opportunity to build your depth in financial planning while working in a professional, dynamic work environment managing lower tier members off the FP book. PFP and CFP are a requirement. What you'll get to do Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.. Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP. In partnership with FP, effectively execute marketing and business development activities Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc. Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP Service the financial needs of members during times when the FP is not available including executing trades as outlined by FP and/or existing planning documentation In collaboration with the FP and Branch leadership may work on special projects, as required inlcuding providing support and sponsor local and organizational initiatives, assisting with technology service / maintenance of systems. Understand and support Coast's vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives. Is knowledgeable on and in partnership with the FP ensures adherence to all operational, risk and compliance processes as required. Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes. As directed by the FP, process transactions to direct assets into suitable financial products based on the client's risk/reward tolerances and demographic profile and documented planning/next steps Proactively identify business opportunities for member appointments and in partnership with FP refer to internal partners based on member need Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times. Resolve customer issues, concerns and/or problems promptly as required. Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible for effectively administering and supporting a portfolio generating $500k or more in revenue and holding $60 million or more in investment assets. Accountable for mutual fund sales for smaller balance accounts as required. Demonstrate capability to effectively complete a Personal Guide and Investment Guide. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail). Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members. Builds relationship to ensure contribution to the team as well as able to work independently if required. Who are we looking for Minimum 4 - 6 Years of Job-Related Experience Incumbent must have direct experience in an investments capacity working with portfolios and regulatory requirements for a minimum of 3 years. Required to hold an IFIC and/or QAFP License; PFP and/or CFP required for all aspiring into Financial Planner role. Those aspiring to be Financial Planners must have had exposure to credit and attended the CCS credit cohort as well. Proficient in using E-mail, Word, Excel (& PowerPoint), and possess the aptitude for learning new technology, systems. Secondary language (i.e. Cantonese/Mandarin/Farsi/Punjabi or Korean etc...) would be considered an asset but is not essential. Should have working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software. Must have a solid understanding of investment portfolios, regulatory suitability, and current knowledge of daily market activities. While not the lead advisor should demonstrate good judgment when assisting members in the absence of the Financial Planner. Business Acumen: understands how business works, including current and future strategies, practices, trends, economics, and technology; understands the competitive environment and how strategies and tactics work in the marketplace Collaboration: demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others Communication: demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills. Decision Making: makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions Developing Self: Is self-aware and has an accurate understanding of strengths and weaknesses; committed to and actively works on continuous self-improvement; establishes focused "SMART" development goals and activities leveraging input from manager Drive for Results: Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others Initiative: Works effectively with limited supervision and within established authorities; is proactive in identifying and pursuing tasks with energy, drive, and a need to "finish"; knows when and what to refer for guidance and/or approval Member/Client Focus: dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [email protected] or call 778-391-5836. We will work with you to meet your needs. Why join Coast Capital Savings? Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

Application Deadline: 05/30/2024Address: 250 Yonge StreetJob Family Group:Customer Shared ServicesProvides day-to-day delivery of critical processes, administration and servicing activities in in connection with retail and commercial deposits and payments. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of business, stakeholder and/or external customer inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Deposit and Payments operations includes (but are not limited to) specialized operations processes and activities related to cheque and electronic transaction processing, lockbox and remote deposit processes, account maintenance and monitoring, etc.Analyzes data and information to provide insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.May function as a problem-solving resource for more junior staff, referring non-routine issues to more senior team members and/or manager.May perform quality control and training.Organizes work information to ensure accuracy and completeness.Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.Follows documented policies and procedures to execute day to day transactions, activities, processes and ensures all Service Level Agreements(SLAs) are met.Checks and reconciles information and documentation to ensure accuracy and completeness.Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Knowledge and experience using relevant systems and technology - Good.Knowledge and understanding of the business unit's key products and services, processes and controls - Good.Knowledge of the risk and regulatory requirements of the business - Good.Prioritization skills - Good.PC skills (MS Word, Excel, PowerPoint) - Good.Ability to multi-task in a fast-paced environment.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Compensation and Benefits:$37,500.00 - $69,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.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://jobs.bmo.com/ca/en .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. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.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.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. To request accommodation, please contact your recruiter.

Application Deadline: 04/25/2024Address:525 8th Avenue SW 9th FlrSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Responsibilities:Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.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.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. To request accommodation, please contact your recruiter.

Application Deadline: 04/11/2024Address:101 Crowfoot Way NWSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Responsibilities: Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.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.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. To request accommodation, please contact your recruiter.

Application Deadline: 05/03/2024Address:255 Queens Ave, Suite 1900Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Please note the base salary for this specific position in London is $40,000.Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.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.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. To request accommodation, please contact your recruiter.

Application Deadline: 05/03/2024 Address: 255 Queens Ave, Suite 1900 Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon clients request. Resolves client complaints in a timely and effective manner; escalates as required. Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. Handles clients general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. Administers and processes documentation related to client files and regulatory requirements. Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date. Ensures transactions and tasks are appropriately assigned to team members and completed. Mentors and coaches new or junior members to the team and branch. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank's assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Advanced knowledge of investment process and procedures. Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual. Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). Knowledge of compliance practices and regulations. Knowledge of Insurance and group products is an asset Knowledge of Trust and Estate services is an asset Knowledge of Financial/Retirement planning. Knowledge of trade processing rules. Successful completion of the Canadian Securities Course & Conduct and Practices Handbook. Current registration as Investment Representative (IR). 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Please note the base salary for this specific position in London is $40,000. Compensation and Benefits: $33,400.00 - $61,700.00 Pay Type: Salaried & Commission The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. 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. Well 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, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others 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. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Provide French bilingual customer support for an insurance client through the Arise Platform.If you speak English and French, have experience providing support for insurance products and you’re looking to earn income but need flexibility, this opportunity could be just what you’re looking for. Work from home, use your expertise and earn money on a flexible schedule – all from home through the Arise Platform.The Arise Platform is an online portal that connects you to remote customer service opportunities with big-name brands. Through the Platform, you can provide remote customer support; earning extra revenue while saving time and money on costs associated with working outside of the home.The Arise Platform has various well-known clients immediately available so you can start earning money in a few weeks. With this program, you’ll provide telephone customer support for an insurance client, answering all inquiries related to products or services. Benefits of signing up to use the Arise Platform:Work from the comfort and convenience of homeSchedule work around your life, family and prioritiesSave money, time, and headaches by avoiding rush hour and commuting costsEarn additional income on a flexible scheduleA day in the life providing Insurance Sales and Support through the Platform:Support customers calling with insurance questions, in both English and FrenchMake changes to existing policies such as processing cancellations or refunds of purchased policies.Interpret policies and provide benefit information to customers.What It Takes to Succeed: You must be self-motivated (no supervisor will be peering over your shoulder), possess outstanding problem-solving skills, demonstrate patience and empathy, and be able to work under pressure, handling potentially stressful situations. Excellent written, listening, and verbal communication skills are a must. It’s also important to deliver knowledgeable, friendly, and customer service while efficiently navigating multiple systems.No degree necessary – This great work-from-home opportunity for anyone who is ready to invest in themselves and work hard on your own terms! Sign up and run your own customer support business or work as an agent for a Service Partner company already on the platform. Prior to servicing a client opportunity through the Arise Platform, a series of assessments and a virtual certification course must be successfully completed.About Arise:Arise connects small home-based businesses, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Arise provides the clients, you provide the service. You can select the support opportunities you wish to service and create your own schedule from the comfort of home.Learn more at AriseWorkFromHome.com**This is not an offer of employment. It is an opportunity to enter into a business-to-business relationship with Arise.**

Application Deadline: 04/05/2024Address:525 8th Avenue SWSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.Books meetings with new prospects and prepares introductory package for the prospect/referral.Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.Resolves client complaints in a timely and effective manner; escalates as required.Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.Administers and processes documentation related to client files and regulatory requirements.Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.Ensures transactions and tasks are appropriately assigned to team members and completed.Mentors and coaches new or junior members to the team and branch.Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.Gathers and distributes information on updates to training, guidelines, technology, and other business related information.Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Advanced knowledge of investment process and procedures.Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).Knowledge of compliance practices and regulations.Knowledge of Insurance and group products is an assetKnowledge of Trust and Estate services is an assetKnowledge of Financial/Retirement planning.Knowledge of trade processing rules.Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.Current registration as Investment Representative (IR).10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Please note the base salary for this specific position in Calgary is $40, 000. Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.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.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. To request accommodation, please contact your recruiter.