Investment Specialist, English Only

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

📋 Description

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

• Provide guidance to customers on wealth and investment strategies and products that align with their goals.

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

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

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

• Stay informed on consumer needs, industry trends, best practices, and the regulatory landscape.

• Offer professional-level sales and service for inquiries, issues, and requests from customers and prospects.

• Delve into customer needs to provide insight on unique investment requirements.

• Meet sales targets focused on relevant investment products.

• Oversee transactional outcomes from customer interactions or direct issues to the appropriate internal business units.

• Elevate complex or unresolved customer matters to senior management.

• Complete necessary documentation following customer interactions.

• Keep up to date with investment markets, practices, and trends and incorporate this knowledge into customer discussions.

• Integrate marketing promotions and initiatives into customer dialogues where suitable.

• Ensure the confidentiality of customer and bank information.

• Recognize and report suspicious activity patterns related to money laundering.

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

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

• Assess issues and determine the appropriate next steps.

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

⛳️ Requirements

• Generally, 2–3 years of pertinent experience.

• A post-secondary degree in a related discipline is desirable, or an equivalent combination of education and experience.

• A high school diploma or equivalent practical 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) or IFIC course / IIROC licensing as an Investment Representative.

• Some understanding of Risk Management & Compliance principles.

• Specialized expertise.

• Strong verbal and written communication abilities.

• Effective organizational skills.

• Strong collaboration and teamwork capabilities.

• Proficient analytical and problem-solving skills.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for network-building.

• Accommodations available upon request during the selection process.