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BMOOntario, Ontario, Canada- Part-time
Application Deadline :
02 / 08 / 2025
Address :
VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO
Job Family Group :
Customer Shared Services
Successful candidate is required to go to the office once a month. Office located at 250 Yonge St. in Downtown Toronto, Ontario Canada.
Hours of work : Monday to Friday, 9am to 5pm.
Seeking a "Service Associate, Mutual Funds" to join a dynamic team at Bank of Montreal within their Wealth Management Operations group. The team's core mission is to facilitate the swift and efficient transfer-in of assets for high net worth clients at BMO Private Wealth (Nesbitt Burns / Investorline). Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.
- Able to multitask without loss of productivity or quality.
- Able to collaborate well with others, work closely with both internal and external partners.
- Ability to organize, prioritize daily work effectively and efficiently.
- Must be a team player who can also work independently.
- Good communication and written skills.
Provides support and service for the Investment Operations function of BMO's business stakeholders and customers under Wealth Management Operations - Account Servicing Group. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.
Qualifications :
Salary :
37,500.00 - $69,500.00
Pay Type : Salaried
The 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 : : / / jobs.bmo.com / global / en / Total-Rewards
About Us
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. 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 : / / 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.