Investment Specialist, Bilingual - French and English

September 28

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BMO U.S.

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Commercial Banking • Personal Banking • Small Business Banking

5001 - 10000

Description

• Understands customer needs and provides wealth and investment-related sales and service • Advises customers on wealth and investment strategies and products • Fulfills sales and service activities in accordance with approved procedures • Identifies and makes referrals to other business groups • May make outbound calls to customers • Stays abreast of consumer needs, industry trends and best practices • Provides professional quality sales and service for customer inquiries • Probes to understand customer needs and advises them through unique investment needs • Achieves sales targets with a focus on relevant investment products • Manages all transactional outcomes of customer contacts • Escalates complex or unresolved customer situations

Requirements

• Typically between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable • 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 • Fluent in French and English

Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans