Investment Specialist, BMO Investorline

7 days ago

Québec, Quebec, Canada Bank of Montreal Full time
Investment Specialist, BMO Investorline (Bilingual, French and English)

Apply locations: REMOTE/TELETRAVAIL, QC, CAN; REMOTE/TELETRAVAIL, ON, CAN; REMOTE/TELETRAVAIL, NB, CAN; REMOTE/TELETRAVAIL, AB, CAN

Posted on: 6 Days Ago

Job requisition id: R240032055

Application Deadline: 01/23/2025

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group: Wealth Sales & Service

Language Requirements for role: Strong verbal and written language skills in both French and English

Location: Work from home within Canada

Availability to work: between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)

Responsibilities:

  • Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
  • Advises customers on wealth and investment strategies and products that meet customer's objectives.
  • Fulfills sales and service activities for the customer in accordance with approved procedures.
  • Identifies and makes referrals to other business groups as needed.
  • May make outbound calls to customers and proactively seek opportunities to enhance customer experience.
  • Stays abreast of consumer needs, industry trends, and best practices.
  • Provides professional quality sales and service for customer and prospect inquiries, issues, and requests.
  • Probes to understand customer needs and advises them through their unique investment needs.
  • Achieves sales targets with a focus on relevant investment products.
  • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
  • Escalates complex or unresolved customer situations to senior managers as required.
  • Performs any required documentation after completed customer interactions.
  • Maintains current knowledge of investment markets, practices, and trends.
  • Integrates marketing promotions and programs into customer conversations where appropriate.
  • Maintains confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity related to money laundering.
  • Adheres to regulatory and compliance requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • High school diploma or equivalent work experience.
  • Knowledge of competitive marketplace trends and product offerings.
  • Knowledge of BMO Investment / BMO InvestorLine products and services.
  • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
  • Some understanding of Risk Management & Compliance.
  • Good verbal & written communication skills.
  • Good organization skills.
  • Good collaboration & team skills.
  • Good analytical and problem-solving skills.

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, and other perks and rewards.

About Us:

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one – for yourself and our customers.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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