Investment Specialist, Investorline

4 weeks ago


Vancouver, British Columbia, Canada BMO Full time
Job Summary

We are seeking a highly motivated and experienced Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing exceptional sales and service to our customers, advising them on wealth and investment strategies, and identifying opportunities to enhance their financial well-being.

Key Responsibilities
  • Provide professional quality sales and service to customers and prospects, identifying and addressing their unique investment needs.
  • Stay abreast of consumer needs, industry trends, and regulatory requirements to provide informed advice and guidance.
  • Collaborate with internal business groups to ensure seamless customer experiences and achieve sales targets.
  • Escalate complex or unresolved customer situations to senior managers as required.
  • Maintain current knowledge of investment markets, practices, and trends to integrate into customer conversations.
Requirements
  • Typically 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Knowledge of competitive market trends and product offerings, as well as BMO Investment/BMO InvestorLine products and services.
  • Completed Canadian Securities Course (CSC) or IFIC course/IIROC licensed as an Investment Representative.
  • Strong verbal and written communication skills, with the ability to communicate complex information in a clear and concise manner.
What We Offer

We offer a competitive salary range of $37,500 - $69,500, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for professional growth and development, as well as a collaborative and inclusive work environment.



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