Term Investment Specialist
2 weeks ago
VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0
Language requirements for the role: French and English
Location: Virtual/WFH
Current hours of operation: Monday to Friday - 8AM-5PM
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.
- Provides professional quality sales and service for customer and prospect inquires, issues and requests.
- Probes to understand customer needs and advises them through their unique investment needs.
- Achieves sales targets with a focus on relevant investment products.
- Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to senior managers as required.
- Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres 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.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:
- Typically between 1 - 2 years of relevant experience and post-secondary degree in 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.
- Working towards the Canadian Securities Course (CSC) or IFIC course or completion of either.
- Some understanding of Risk Management & Compliance.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
**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.
-
Investment and Retirement Specialist
2 weeks ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...
-
Manager, Investments Center
1 week ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL59 - HomeRes - ON - BMO XXXXX Ontario,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...
-
Quebec City, Canada Scotiabank Full timeRequisition ID: 176182 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Bilingual Implementation Specialist
1 week ago
Quebec City, Canada Medavie Blue Cross Full timeFor over 75 years, Medavie Blue Cross has been a leading health and wellness partner for individuals, employers and governments across Canada. As a not-for-profit organization, we proudly invest in communities to help address some of Canada’s most pressing health care challenges. We are one of Canada's Most Admired Corporate Cultures, one of Canada’s Top...
-
Quebec City, Canada Scotiabank Full timeRequisition ID: 149486 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist Trainee you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to...
-
Assistant Manager, Investment Centre, Proactive
2 weeks ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved...
-
Senior Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeTitle: Senior Investment & Personal Banking Specialist- Ste-Foy, QC Requisition ID: 242791 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common...
-
Senior Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeTitle: Senior Investment & Personal Banking Specialist- Ste-Foy, QC Requisition ID: 242791 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common...
-
Senior Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeTitle: Senior Investment & Personal Banking Specialist- Ste-Foy, QC Requisition ID: 242791 Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid‑sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common...
-
Senior Investment
2 weeks ago
Quebec, Canada Scotiabank Full timeA national lending institution seeks a Senior Investment & Personal Banking Specialist in Quebec City. This role focuses on providing exceptional financial advice and customized solutions to clients while building strong relationships. Candidates should have minimum two years of experience in investment sales, a mutual fund sales license, and a commitment to...
