Investment Specialist, English/Mandarin/Cantonese

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 according to established procedures.

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

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

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

• Provide high-quality sales and service for customer and prospect inquiries, concerns, and requests.

• Inquire to gain a deeper understanding of customer needs and offer advice on unique investment requirements.

• Meet sales objectives focusing on relevant investment offerings.

• Oversee transactional results or direct matters to the appropriate internal business groups.

• Escalate complex or unresolved issues to senior management.

• Finalize documentation following customer engagements.

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

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

• Ensure the confidentiality of customer and Bank information.

• Detect and report suspicious activities related to money laundering.

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

• Complete intricate and varied tasks within defined rules and limits, including escalations.

• Analyze problems and determine subsequent actions.

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

⛳️ Requirements

• Typically possess 2–3 years of relevant experience.

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

• High school diploma or equivalent work experience 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.

• Basic understanding of Risk Management & Compliance.

• Specialized knowledge in relevant areas.

• Strong verbal and written communication abilities.

• Excellent organizational skills.

• Effective collaboration and teamwork capabilities.

• Strong 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.

• Managerial support.

• Opportunities for networking.

• Accommodations available upon request during the selection process.