BMO Financial Group is hiring an Investment Specialist to join BMO InvestorLine. In this remote role, you will provide wealth and investment-related sales and service to BMO customers or prospects, advising on strategies and products that meet their objectives. You will achieve sales targets with a focus on relevant investment products and contribute to BMO's shared purpose: to Boldly Grow the Good in business and life.
What You'll Do
- Understand customer needs and provide wealth and investment-related sales and service.
- Advise customers on wealth and investment strategies and products that meet their objectives.
- Fulfill sales and service activities in accordance with approved procedures.
- Identify and make referrals to other business groups as needed.
- Make proactive outbound calls to enhance customer experience.
- Stay abreast of consumer needs, industry trends, best practices, and the regulatory environment.
- Provide professional quality sales and service for customer and prospect inquiries, issues, and requests.
- Probe to understand customer needs and advise them through their unique investment requirements.
- Achieve sales targets with a focus on relevant investment products.
- Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups.
- Escalate complex or unresolved customer situations to senior managers as required.
- Perform required documentation after customer interactions to ensure requests are accurately processed.
- Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations.
- Integrate marketing promotions and programs into customer conversations where appropriate.
- Maintain the confidentiality of customer and Bank information.
- Identify and report suspicious patterns of activity suspected to be related to money laundering.
- Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting, FCAC consumer provisions, and Privacy Act provisions.
- Complete complex & diverse tasks within given rules and limits, and handle escalations from other employees.
- Analyze issues and determine next steps.
What We're Looking For
- Typically 2-3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
- Must be fluent in written and spoken English, Mandarin, and Cantonese.
- Completion of the Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam within a specified time to become fully functional in the role.
- A high school diploma or equivalent work experience.
- Knowledge of competitive marketplace trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Some understanding of Risk Management & Compliance.
- Specialized knowledge.
- Good verbal & written communication skills.
- Good organization skills.
- Good collaboration & team skills.
- Good analytical and problem-solving skills.
Nice to Have
- Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative.
Benefits & Compensation
- Compensation range: $36,600.00 - $67,500.00
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
Work Mode
This is a remote position for candidates based in Ontario.
BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
