Investment Specialist

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 potential clients.

• Counsel customers on wealth and investment strategies and products tailored to their objectives.

• Execute sales and service tasks in alignment with established procedures.

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

• Initiate outbound calls and proactively discover opportunities to enhance the customer experience with appropriate investment products.

• Keep track of consumer needs, industry trends, best practices, and regulatory demands.

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

• Investigate customer needs to provide guidance on distinct investment requirements.

• Meet sales targets focused on relevant investment products.

• Oversee transactional outcomes or direct issues to suitable internal business groups.

• Elevate complex or unresolved customer situations to senior management.

• Finalize necessary documentation following customer interactions.

• Stay informed about current investment markets, practices, and trends.

• Incorporate marketing promotions and programs into customer discussions when appropriate.

• Uphold the confidentiality of customer and Bank information.

• Detect and report suspicious activities related to money laundering.

• Comply with AML/ATF, FCAC, Privacy Act, risk management, compliance, and other regulatory requirements.

• Handle complex and diverse tasks while managing escalations from colleagues.

• Analyze issues and determine subsequent steps.

• Implement BMO’s Risk Management Framework and make informed risk decisions that align with business strategy, policies, laws, and regulations.

⛳️ Requirements

• Typically possess 2–3 years of relevant experience.

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

• High school diploma or equivalent work experience is required.

• Familiarity with competitive marketplace trends and product offerings.

• Knowledge of BMO Investment / BMO InvestorLine products and services.

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

• Some understanding of Risk Management & Compliance principles.

• Specialized knowledge is an asset.

• Excellent verbal and written communication skills.

• Strong organizational skills.

• Effective collaboration and teamwork abilities.

• Proficient analytical and problem-solving skills.

🏝️ 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.

• Accommodations available upon request during the selection process.