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Financial Services Manager-1900004657

Job ID04-3B-63-0A-37-A3
CompanyBMO Financial Group
ProvinceBritish Columbia
Date Posted2019-02-27
Posted Until2019-03-29
Job TypeFull-time
Job CategoryFinance
As a Financial Services Manager, you will:
• Be a key member of a collaborative and versatile branch team
• Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer
• Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs
• Help customers find new and alternate ways to bank with us by offering convenience and valuing their time.
• Take the initiative and find creative approaches to enhancing the customer experience
• Collaborate with various BMO partners and identify referral opportunities to further grow the customer relationship.
• Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements.
At BMO Financial Group, the customer is always front and centre. We help them navigate a financial world that becomes more complex by the day. That means we ask more of our Financial Services Managers than ever before. You will need to get to know our business quickly and be fast on your feet, contributing to a flexible team that’s focused on keeping us competitive and customer focused. But underlying it all is your ability to build rapport with our customers and offer them personalized service. We’ll look to you to understand and anticipate their individual needs and shape our service to meet them.


Your passionate commitment to customer service will be matched by:
• Experience in a consultative customer service or sales role, with a drive to deliver solutions
• Good knowledge of lending, investment and partner relationships – ideally supported by an IFIC qualification (or equivalent) lending qualification
• A focus on results and the ability to thrive in a sales environment
• Readiness to collaborate and work in different capacities as part of a team
• Excellent interpersonal skills, including the ability to build rapport and manage business relationships
• An aptitude for solving problems, and responding flexibly and creatively to new challenges

Our Values -- Who We Are: Our four values define who we are. They guide us past the easy thing to the right thing;
• Integrity: Do what’s right.
• Diversity: Learn from Difference.
• Empathy: Put others first.
• Responsibility: Make tomorrow better.
At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at
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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.