Investment Specialist, English, Mandarin, Cantonese

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

📋 Description

• Recognize 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 offerings that align with their objectives.

• Execute sales and service tasks for the client following established procedures.

• Identify and refer clients to other business teams as necessary.

• Conduct outbound calls to clients and actively seek opportunities to improve customer experience by offering relevant products.

• Keep informed about consumer needs, industry trends, best practices, and the regulatory landscape.

• Deliver high-quality professional sales and service for client and prospect inquiries and requests.

• Meet sales goals with an emphasis on pertinent investment products.

• Oversee all transactional outcomes from customer interactions or direct them to suitable internal business teams.

• Elevate complex or unresolved customer issues to senior management as needed.

• Complete required documentation following customer interactions.

• Maintain up-to-date knowledge of investment markets, practices, and trends.

• Incorporate marketing initiatives and programs into customer discussions when applicable.

• Ensure the confidentiality of customer and Bank information.

• Detect and report any suspicious activity patterns.

⛳️ Requirements

• Typically possess 2 - 3 years of relevant experience.

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

• High school diploma or equivalent professional experience.

• Familiarity with competitive market trends and product offerings.

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

• Completion of the Canadian Securities Course (CSC) / CIRO licensing as an Investment Representative is preferred.

• The Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam must be completed within a specified timeframe to function fully in the role.

• Basic understanding of Risk Management & Compliance.

• Specialized knowledge is required.

• Proficient verbal and written communication skills in English, with Mandarin and Cantonese preferred.

• Strong organizational skills.

• Effective collaboration and teamwork abilities.

• Competent analytical and problem-solving skills.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.