Investment Specialist, English Only

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 that align with their goals.

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

• Recognize and refer opportunities to other business units when necessary.

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

• Remain informed about consumer needs, industry trends, best practices, and regulatory obligations.

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

• Investigate unique investment requirements and advise customers appropriately.

• Meet sales targets centered on relevant investment products.

• Oversee transactional results or escalate matters to the relevant internal business groups.

• Refer complex or unresolved customer issues to senior management.

• Complete necessary documentation following customer interactions.

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

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

• Ensure confidentiality of both customer and Bank information.

• Identify and report any suspicious activity related to money laundering.

• Comply with AML, terrorist financing, FCAC, Privacy Act, regulatory, and compliance standards.

• Assess issues, determine subsequent steps, and manage escalations from fellow employees.

• Utilize BMO’s Risk Management Framework to make informed, risk-aware decisions.

⛳️ Requirements

• Generally, 2–3 years of relevant experience is expected.

• 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 is required.

• Familiarity with competitive market trends and product offerings is essential.

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

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

• Some awareness of Risk Management & Compliance is required.

• Strong verbal and written communication abilities are essential.

• Good organizational capabilities are necessary.

• Effective collaboration and teamwork skills are important.

• Strong analytical and problem-solving skills are required.

🏝️ Benefits

• A commission structure may be applicable.

• Incentives based on performance.

• Discretionary bonuses available.

• Health insurance coverage.

• Tuition reimbursement options.

• Accident and life insurance benefits.

• Retirement savings plans offered.

• Comprehensive training and coaching provided.

• Support from management.

• Opportunities for networking.

• Accommodations available upon request during the selection process.