BMO U.S. · 5 hours ago
Investment Specialist - BMO Investment Center
REMOTE/TELETRAVAIL, NT, CAN
Full-time
Remote
Entry, Mid Level
$38K/yr - $70K/yr
2+ years exp
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Responsibilities
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.
Primarily outbound calls to customers to look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
There is the potential to take inbound calls should market conditions warrant it.
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 inquiries, 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.
Must maintain RISR in good standing by completing required Continuing Education (CE) requirements as described by BMO Mutual Fund Governance.
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.
Qualification
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Required
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 skills - Good.
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
5001-10000 employees
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (42)
2022 (28)
2021 (14)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
A
Abhishek Vaidya
Director - Customer Optimization & Partner Management
Michael Miranda
National Head of Investments
Recent News
Seeking Alpha
2024-12-09
2023-08-05
BizTimes - Milwaukee Business News
2023-07-28
Company data provided by crunchbase
