Bilingual Investment Specialist
September 20
🇨🇦 Canada – Remote
💵 $37.5k - $69.5k / year
⏰ Full Time
⚪️ Entry-level
🟢 Junior
💸 Financial Planning and Analysis
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 that meet customer’s objectives • Fulfills sales and service activities 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 • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations • Identifies and reports suspicious patterns related to money laundering • Completes complex & diverse tasks within given rules/limits and may include handling escalations
Requirements
• Typically between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable or 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 • Verbal & written communication skills - Good • Organization skills - Good • Collaboration & team skills - Good • Analytical and problem solving skills - Good • Fluency in French and English
Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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