Investment Specialist

2 months ago

Vancouver, British Columbia, Canada BMO Full time
Job Summary

We are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.

Key Responsibilities
  • Provide professional quality sales and service for customer and prospect inquiries, issues, and requests.
  • Understand customer needs and advise them through their unique investment needs.
  • Achieve sales targets with a focus on relevant investment products.
  • Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups.
  • 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.
  • Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
  • 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 desirable 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.
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

We are an equal opportunities employer and welcome applications from diverse candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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