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Investment Specialist

3 months ago

Surrey, British Columbia, Canada BMO Financial Group Full time
th Avenue Surrey British Columbia,V3S 2N6

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

  • Develops and executes weekly and monthly sales and marketing plans.
  • Books customer appointments through branch referrals, outbound calls, incoming calls, and walkins.
  • Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
  • Responds to customer investment requests to fulfill basic investment product needs aligned with the customer's investment and/or retirement plans, or refers the customer to business partners and other business groups as needed.
  • Executes work to deliver timely, accurate, and efficient service.
  • Learns the role of the Financial Planner and completes the associated accreditation requirements to assume the role, ideally within a 1224month time frame.
  • Introduces clients to investment strategies and works with clients to develop a financial plan using appropriate guidance tools.
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Builds effective relationships with internal/external stakeholders.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 23 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
  • Good working knowledge of financial industry.
  • Registration to sell investment products completed as appropriate for the jurisdiction.
  • Specialized knowledge.
  • Verbal & written communication skills
  • Good.


 Organization skills
  • Good.
  • Collaboration & team skills
  • Good.
  • Analytical and problem solving skills
  • Good.

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.


As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.