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 prospects.

• Provide guidance to clients regarding wealth and investment strategies and products that align with their goals.

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

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

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

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

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

• Investigate to understand client needs and offer advice on unique investment requirements.

• Meet sales objectives with a focus on pertinent investment products.

• Manage transactional outcomes or direct clients to suitable internal business units.

• Elevate 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.

• Integrate relevant marketing initiatives and programs into customer discussions.

• Ensure confidentiality of customer and Bank information.

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

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

• Handle complex and varied tasks and address escalations from other team members.

• Analyze issues and determine appropriate next steps.

• Implement BMO’s Risk Management Framework and make informed, risk-aware 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 preferred or an equivalent combination of education and experience.

• A high school diploma or equivalent work experience is required.

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

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

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

• Some understanding of Risk Management & Compliance is advantageous.

• Possess specialized knowledge in the field.

• Strong verbal and written communication skills are important.

• Excellent organizational abilities are required.

• Strong collaboration and teamwork skills are necessary.

• Proficient analytical and problem-solving skills are essential.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident insurance.

• 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 for candidates participating in all aspects of the selection process.