Investment Specialist - First Nations / Métis / Inuit

September 21

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BMO U.S.

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Commercial Banking • Personal Banking • Small Business Banking

5001 - 10000

Description

• Welcoming all First Nations / Métis / Inuit candidates! • 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. • 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 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.

Requirements

• 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