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Sales/Client Service Associate Location: Toronto Description Role Summary The Sales/Client Service Associate (SCSA) will support the firm s Sales and Client ...
Title: Insurance Assistant Toronto Location: OntarioToronto Marsh, the world's leading insurance broker and risk advisor, teams with its clients to define, ...
- Undergraduate University Degree or equivalent; post-graduate degree or designation related to financial services clearly beneficial i.e. RR, IR, CFP - 10+ years experience within wealth management businesses, preferably in brokerage - Well-developed understanding of services catering to the needs of affluent clients who leverage the services of a broker - Well-developed design and development capability, particularly in relation to leadership, sales and sales management programs - Knowledge and understanding of leadership, sales, risk and intake an asset - Strong working knowledge of competitive market place and trends
Skills
- Excellent relationship management and communication skills to build partnerships across many levels of the organization and multiple lines of business - Demonstrated leadership, sales, sales management, coaching and influencing skills - Effective project management, organizational and time management skills to manage multiple priorities, projects and initiatives - Significant experience in the design, development and delivery of business-requirement centered learning strategies and programs - Experience in adult education and curriculum development - Proficiency in the use of technology and applications related to brokerage and within a learning environment
BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted. At our company, we have been helping our customers and communities for over 190 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.
Under the direction of the Director, Capital Markets and PCG Learning, this role is accountable for strategy through to execution of effective learning programs for Private Client Division (PCD) professionals. The focus will be on Relationship Management with the business leaders and the enhancement of the Professional Development Framework for the tenured Sales Team. This position will partner with the PCD senior leaders and the PCD HR Business Partner (HR BP) to determine learning strategies that strongly align with business/sales strategies. Based on best practices within brokerage, the incumbent will assess client needs, design content, identify delivery methods, implement or facilitate programs, craft reinforcement strategies and monitor impact. This role has a strong internal consulting focus on the disciplines of leadership, sales, product, technology and intake. To deliver results, the position liaises with Subject Matter Experts in the business and at the Institute for Learning.
