Investment Specialist - Mutual Funds, BMO Investment Centre
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO, Canada
Application Deadline:
02/27/2025Address:
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:
Wealth Sales & ServiceUnderstands 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.
- May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- 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 and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 2 - 3 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.
- 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 …
This job isn't fresh anymore!
Search Fresh JobsJob Profile
Accident and life insurance Coaching Commission structure Discretionary bonuses Health insurance In-depth training In-depth training and coaching Life Insurance Manager support Network-building opportunities Other perks Other perks and rewards Performance-based incentives Retirement savings Retirement savings plans Total compensation package Training Tuition reimbursement
Tasks- Compliance
- Customer interactions
- Fulfill sales and service activities
- Manage customer interactions
- Problem solving
- Reporting
- Risk Management
- Understand customer needs
Analytical Anti-Money Laundering BMO InvestorLine products Coaching Collaboration Communication Compliance Customer Experience Customer service Documentation Industry trends Investment products Investment Strategies Market Analysis Marketing Marketing Promotions Mutual funds Organization Problem-solving Recruiting Referrals Regulatory Regulatory Compliance Regulatory environment Reporting Risk Management Sales Sales targets Service Service Activities Specialized knowledge Team Training Verbal & Written Communication Wealth Management Wealth Sales Written communication
Experience2-3 years
EducationBusiness CSC Degree Equivalent Equivalent work experience High school diploma IIROC Post-Secondary Degree Related Field
CertificationsCanadian Securities Course Canadian Securities Course (CSC) CSC IFIC IFIC Course IIROC IIROC Licensed IIROC licensed as an investment representative Investment Representative
TimezonesAmerica/Edmonton America/Moncton America/Regina America/St_Johns America/Toronto America/Vancouver UTC-3 UTC-4 UTC-5 UTC-6 UTC-7 UTC-8