Bilingual Investorline

This is a fully remote position, open to applicants in Canada.

📋 Description

• Comprehend customer requirements and deliver wealth and investment-related sales and services to BMO clients or prospects.

• Provide guidance to customers on wealth and investment strategies and products tailored to their goals.

• Execute sales and service activities in line with established procedures.

• Recognize and refer clients to other business divisions as necessary.

• Conduct outbound calls and actively seek opportunities to improve customer experience.

• Keep abreast of consumer needs, industry trends, best practices, and the regulatory landscape.

• Deliver high-quality professional sales and service for inquiries, issues, and requests from customers and prospects.

• Investigate to understand customer requirements and assist them with their specific investment needs.

• Meet sales objectives focused on relevant investment offerings.

• Oversee transactional results of customer interactions or direct them to the appropriate internal business units.

• Elevate complex or unresolved customer issues to senior management.

• Finalize required documentation following customer engagements.

• Stay updated on investment markets, practices, and trends, and incorporate this knowledge into customer discussions.

• Integrate marketing promotions and initiatives into customer interactions when suitable.

• Uphold confidentiality of customer and Bank information.

• Detect and report suspicious activities related to money laundering.

• Comply with regulatory and compliance obligations, including AML/ATF, FCAC consumer provisions, and Privacy Act provisions.

• Accomplish complex and varied tasks within specified rules and limits, including escalations from colleagues.

• Analyze issues and determine subsequent actions.

• Implement BMO's Risk Management Framework, Risk Culture, and sanctioned Risk Appetite while safeguarding bank assets and adhering to policies, laws, and regulations.

• Carry out other broader responsibilities or accountabilities as assigned.

⛳️ Requirements

• Generally, 2 to 3 years of relevant experience.

• A post-secondary degree in a related field is preferred or an equivalent combination of education and experience.

• A high school diploma or equivalent work experience.

• Awareness of competitive market trends and product offerings.

• Familiarity with BMO Investment / BMO InvestorLine products and services.

• Completion of the Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.

• Some knowledge of Risk Management & Compliance.

• Specialized expertise.

• Strong verbal and written communication skills.

• Excellent organizational abilities.

• Effective collaboration and teamwork skills.

• Proficient analytical and problem-solving capabilities.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Tools and resources to achieve new milestones.

• Accommodations available upon request during the selection process.