Investment Specialist, Bilingual (French and English)

October 17

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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 to BMO customers • Advises customers on wealth and investment strategies and products • Fulfills sales and service activities for the customer • Identifies and makes referrals to other business groups as needed • May make outbound calls to customers • Stays abreast of consumer needs and industry trends • Provides professional quality sales and service for customer and prospect inquiries • Manages all transactional outcomes of customer contacts • Completes required documentation after customer interactions • Maintains current knowledge of investment markets and trends • Identifies and reports suspicious patterns of activity related to money laundering • Adheres to regulatory and compliance requirements

Requirements

• Strong verbal and written communication skills in both French and English • Completed Canadian Securities Course (CSC) or IFIC course • IIROC licensed as an Investment Representative • Typically between 2 - 3 years of relevant 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 • Some understanding of Risk Management & Compliance • Good analytical and problem solving skills • Good organization skills • Good collaboration & team skills

Benefits

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