Investment Specialist-mutual Funds, Bmo Investment

7 days ago

Montréal, Canada BMO Financial Group Full time

2005-2015, rue Peel Montreal Quebec,H3A 1T7

Language requirements for the role: French and English

**_Are You Ready to Build Your Career in the Financial Services Industry while Working From Home?_**

**_ Yes, you read that right. This is a Remote Role meaning you will be working at home everyday Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO._**

**_ Our call center is the best way to learn and gain experience in financial services. Whether you are new to banking or already have experience, our call center is the right place for you_**

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides 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.

**Qualifications**:

- Primary Inbound call centre role that may require some outbound calls to customers and proactively seek opportunities to enhance customer experience by providng products that meet investment needs.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Provides professional quality sales and service for customer and prospect inquires, 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 to ensure customer’s requests are accurately processed.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- 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.
- 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.
- College or University diploma/degree or equivalent work experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of BMO Investment products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / licensed as an Investment Representative with MFDA
- Some understanding of Risk Management & Compliance.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skillls - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skillls - 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.

  • Bmoic Outbound Investment Specialist

    2 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Certifications**:Must have completed IFIC or CSC **Work from home** **Availability to work between** 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Understands customer...

  • Product Specialist

    7 months ago

    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Investment Specialist

    7 days ago

    Montréal, Canada BMO Financial Group Full time

    5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 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...

  • Investment Specialist, Bmo Investorline

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0 **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)** Understands customer needs and provides wealth...

  • Investment Associate

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 This job posting is used to fill upcoming positions for the Montreal region. Assesses individual client investment needs to provides professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance...

  • Manager, Mutual Fund Reporting

    3 weeks ago

    Montréal, Canada Manulife Full time

    Reporting to the Director, Investment Funds Reporting, the Manager, Investment Funds Reporting will be responsible for managing and supporting the reporting team in producing quality financial reports for investment funds, including all annual and semi-annual financial documents for all investment mutual funds, as well as the quarterly and monthly reporting....

  • Advisor, Bmo Advicedirect

    2 weeks ago

    Montréal, Canada BMO Financial Group Full time

    VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0 **Language requirements for the role**: Strong verbal and written languages skills in both French and English **Virtual/WFH** Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative - Are...

  • Contact Centre Representative

    2 days ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Junior Investment Operation Analyst

    1 week ago

    Montréal, Canada Applied Research Investment Full time

    **Position: Junior Investment Operation Analyst (Reconciliation / Performance / Attribution)** **City: Montreal** Applied Research Investments (ARI) is a boutique investment management firm investing in Global Equities. ABOUT ARI: - This is an outstanding opportunity to **join our diverse team in an entry level position** with **growth opportunities over...

  • Investment Specialist, Quebec and Altantic

    6 days ago

    Montréal, Canada HUB International Full time

    Bilingual Investment Specialist, Quebec and Atlantic - Hybrid Work Schedule Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in our Montreal office for you! We have built a culture at HUB that is focused on helping our...

  • Analyst, Fund Investments

    1 month ago

    Montréal, QC H3B 5E7, Canada Business Development Bank of Canada Full time

    We are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

  • Bilingual (French/english) Five Star Investment

    1 week ago

    Montréal, Canada BMO Financial Group Full time

    Address: 2005-2015, rue Peel Job Family Group: Wealth Sales & Service Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance...

  • Bilingual (French/english) Five Star Investment

    20 hours ago

    Montréal, Canada BMO Financial Group Full time

    2005-2015, rue Peel Montreal Quebec,H3A 1T7 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides 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....

  • Investment Specialist

    1 month ago

    Montréal, QC H2Y 1L6, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O MONTREAL Quebec,H2Y 1L6 Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines. - Provides advice and guidance to...

  • Investment and Retirement Specialist

    7 months ago

    Montréal, Canada National Bank of Canada Full time

    A career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...

  • Investment Specialist Associate

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Investment Specialist Associate, Montreal

    7 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 188750 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Investment Specialist Associate

    1 week ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 164261 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...

  • Administration Assistant

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...

  • Administration Assistant

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Coordinates marketing activities on behalf of the advisory team, including website, social media...