Application Deadline: 06/27/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed IFIC or CSC Work from home Availability to work between 10:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customers objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs. There is the potential to take inbound calls should market conditions warrant it.Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customers requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. 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. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative Some understanding of Risk Management & Compliance. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried 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.

Représentant(e) des ventes numériques - Acquisition infonuagique/ Digital Sales Representative - Cloud Acquisition

Microsoft Canada, Montreal, QC

English Text to Follow L'organisation des ventes numériques est une organisation dotée d'une charte visant à accélérer la croissance de Microsoft dans ses activités axées sur le cloud et le mobile, ainsi que dans les affaires traditionnelles. Cette organisation est à l'avant-garde de l'établissement d'un nouveau modèle de vente tirant parti de la technologie moderne et du Big Data et de l'analyse pour générer une réponse à la demande percutante et une couverture des ventes ciblée. Le rôle du représentant(e) des ventes numériques - Acquisition du cloud est axé sur la collaboration avec les équipes de compte de Microsoft pour identifier et générer des opportunités dans les données et l'IA, l'infrastructure et l'innovation d'applicationsL'objectif principal de ce rôle est d'augmenter le volume de ventes incrémentiel grâce à la génération de nouvelles opportunités qui se traduisent par des revenus clients supplémentaires. En tant que représentant(e) des ventes numériques - Acquisition cloud, vous travaillerez en étroite collaboration avec les responsables de compte et les partenaires pour planifier et exécuter la couverture des comptes et les stratégies de campagne afin de débloquer de nouvelles opportunités de vente dans nos comptes gérés. Le rôle est habile à comprendre les besoins et les soucis de processus des clients pour identifier les opportunités où les solutions Microsoft peuvent ajouter de la valeur à long terme. La mission de Microsoft est de permettre à chaque personne et à chaque organisation de la planète d'en faire plus. En tant qu'employés, nous nous réunissons avec un état d'esprit de croissance, innovons pour responsabiliser les autres et collaborons pour atteindre nos objectifs communs. Chaque jour, nous nous appuyons sur nos valeurs de respect, d'intégrité et de responsabilité pour créer une culture d'inclusion où tout le monde peut s'épanouir au travail et au-delà. The Digital Sales organization is an organization with a charter to accelerate Microsoft’s growth in its cloud-first, mobile-first businesses along with the traditional businesses. This organization is at the forefront of establishing a new sales model leveraging modern technology and big data and analytics to drive impactful demand response and targeted sales coverage. The Digital Sales Representative - Cloud Acquisition role is focused on working with Microsoft’s account teams to identify and drive opportunities in Data & AI, Infrastructure and App InnovationThe key goal of this role is to increase incremental sales volume through the generation of new opportunities that result in additional customer revenue. As a Digital Sales Representative - Cloud Acquisition, you will work closely with Account Executives and Partners to plan and execute account coverage and campaign strategies to unlock new sales opportunities in our managed accounts. The role is adept at understanding the needs and process pains of customers to identify opportunities where Microsoft solutions can add long-term value. Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond. Individual Contributor