Investment Specialist – Mutual Funds

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

📋 Description

• Comprehend customer requirements and deliver sales and services related to wealth and investment for BMO customers or potential clients.

• Offer guidance to customers on wealth and investment strategies and products that align with their objectives.

• Execute sales and service tasks for customers in line with established procedures.

• Initiate outbound calls to customers and proactively seek opportunities to improve customer experience by suggesting relevant products.

• Keep updated on consumer needs, industry trends, best practices, and the regulatory framework pertinent to the products.

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

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

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

⛳️ Requirements

• Generally possess 2 to 3 years of relevant experience.

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

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

• High school diploma or equivalent work experience.

• Understanding of trends and offerings in the competitive marketplace.

• Familiarity with BMO Investment and BMO InvestorLine products and services.

• Basic knowledge of Risk Management & Compliance.

• Specialized knowledge in the relevant field.

🏝️ Benefits

• Health insurance

• Tuition reimbursement

• Accident and life insurance

• Retirement savings plans