BMO is currently sourcing for a Financial Investigator position on a 6 - month contract.

This team supports BMO's Financial Planners/Market Leaders sales force in Canada relating to performance management.

RESPONSIBILITIES INCLUDE (but are not limited to):

- Completing assigned investigations with a daily target
- Reviewing/analyzing data from multiple sources in order to assist with closing investigations within SLA
- Identify/refer cases to the developers/team lead when required with supporting details for further review
- Share knowledge among team members
- Ensure that investigations are closed within the SLA
- Applying concepts from resources (policy/guide/FAQ) to close investigations in a timely manner and within SLA.
- Follow up with the field/partner/teammates relating to investigations
- QA scorecards (FP, Branch, CCC) during the weekends (once every 4 to 5 weeks depending on how many investigators are in the rotation).

Qualifications

- SQL: 1 year (Required)
- Basic Financial Acumen: 1 year (Required)
- MS Office (Word, Excel, etc): 1 year (Required)

Education / Certifications

- University Degree (Required)





BMO Contractor Talent Network provides job seekers with direct access to BMO contract job opportunities as soon as they are released. Contract job seekers can create a profile in the BMO Contractor Talent Network portal. Using your profile, you can choose to receive notifications and apply directly when jobs of interest become available.

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.

BMO Contractor Talent Network

This contract job with BMO has been posted by Procom, BMO's recruitment service partner supporting the BMO Contractor Talent Network.

Should you be selected for this contract engagement, Procom will act as the employer of record or the agency of record for your contract engagement.

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