Investment Associate

3 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 expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
- Partners with others to develop business relationships with existing clients.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
- Uses professional judgment to develop and recommend investment strategies for client to achieve financial goals.
- Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
- Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve customer loyalty.
- Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
- Supports the development and execution of the business strategy and business planning activities.
- Fulfills client sales and service activities in compliance with regulatory requirements.
- Escalates complex or unresolved client situations.
- Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Maintains the confidentiality of client and Bank information.
- Adheres to internal risk mitigation policies and industry rules/regulations.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
- Canadian Securities Course & Conduct and Practices Handbook.
- Registration as Registered Representative (RR).
- Complies with mandatory IDA Continuing Education Program requirements.
- Financial Planning designation (IQPF) must be completed prior to 30th month of RR license.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**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.

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