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Investment Opportunities Representative

2 months ago

Fredericton, New Brunswick, Canada BMO Full time
Job Overview

We are seeking a highly skilled Investment Opportunities Representative to join our team at BMO. This role requires strong communication and interpersonal skills, as well as the ability to work independently and as part of a team.

Salary and Benefits

The salary for this position is estimated to be between $37,500.00 and $69,500.00 per year, with opportunities for performance-based bonuses and commissions.

Job Description

In this role, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects. You will advise customers on wealth and investment strategies and products that meet their objectives, and fulfill sales and service activities in accordance with approved procedures.

  • You may make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
  • You will stay abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • You will provide professional quality sales and service for customer and prospect inquiries, issues and requests.
  • You will probe to understand customer needs and advise them through their unique investment needs.
  • You will achieve sales targets with a focus on relevant investment products.
  • You will manage all transactional outcomes of customer contacts or refer to appropriate internal business groups.
  • You will escalate complex or unresolved customer situations to senior managers as required.
  • You will perform any required documentation after completed customer interactions to ensure customer's requests are accurately processed.
  • You will maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner.
  • You will integrate marketing promotions and programs into customer conversations where appropriate.
  • You will maintain the confidentiality of customer and Bank information.
  • You will identify and report suspicious patterns of activity that are suspected to be related to money laundering.
  • You will 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.
Required Skills and Qualifications

To be successful in this role, you will require:

  • A minimum of 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.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Benefits

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer performance-based incentives, discretionary bonuses, and other perks and rewards.

Why Work for BMO?

BMO is committed to creating a positive work environment that values diversity, equity, and inclusion. We believe in the importance of work-life balance and offer flexible scheduling options to support our employees' needs. Our company culture is built on trust, respect, and open communication, and we encourage our employees to take ownership of their careers and contribute to the success of our organization.