Investment Analyst

1 month ago

Brossard, Quebec, Canada Bank of Montreal Full time
Job Summary

We are seeking a highly skilled Investment Analyst to join our team at the Bank of Montreal. As an Investment Analyst, you will be responsible for providing wealth and investment-related sales and service to our customers and prospects.

Key Responsibilities
  • Understand customer needs and provide tailored investment solutions to meet their objectives.
  • Advise customers on wealth and investment strategies and products that meet their needs.
  • Make outbound calls to customers to enhance their experience and provide products that meet their investment needs.
  • Stay up-to-date with industry trends and best practices, and the regulatory environment as it relates to our products and services.
  • Provide exceptional sales and service to customer and prospect inquiries, issues, and requests.
  • Probe to understand customer needs and advise them through their unique investment needs.
  • Achieve sales targets with a focus on relevant investment products.
  • Escalate complex or unresolved customer situations to senior managers as required.
  • Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner.
  • Integrate marketing promotions and programs into customer conversations where appropriate.
  • Maintain the confidentiality of customer and Bank information.
  • Adhere 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.
Requirements
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • High school diploma or equivalent work experience.
  • Knowledge of competitive market place 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.
What We Offer

We offer a total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are driven by a shared Purpose: It calls on us to create lasting, positive change for our customers, our communities, and our people.

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