Bob Scott
Specialized Sales
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About
Financial services professional with expertise in the delivery of a wide array of financial products and services to clientele. Integrates superior sales and marketing practices to create a tailored customer experience, applying exemplary relationship management skills. I am a self motivated, hard working professional.
I’m looking for a new career path that will challenge my present qualifications and inspire me to advance my professional portfolio to new heights. I bring to your organization over 30 years of experience with customer satisfaction and proven results.
Experience
Specialized Sales - BMO
(2000 - 2024)
Financial Services Manager - BMO
(2006 - 2012)
- Providing exceptional customer service by designing financial solutions that meet customer’s
Customer Services Representative - BMO Harris Private Banking
(2001 - 2006)
Customer Service Coordinator - BMO
(2000 - 2001)
Education
Grade 12 - Prince Andrew High, Dartmouth
Risk Management and Estate Planning - ICB
Financial Planning - ICB
Mutual Funds of Canada - ICB
