Investment Specialist

October 15

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BMO U.S.

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Commercial Banking • Personal Banking • Small Business Banking

5001 - 10000

Description

• Understand customer needs and provide wealth and investment-related sales and service • Advise customers on investment strategies and products • Fulfill sales and service activities per approved procedures • Proactively enhance customer experience with investment needs • Stay informed of consumer needs, industry trends, regulatory environment • Provide professional quality sales and service for customer inquiries • Achieve sales targets focused on investment products • Manage transactional outcomes of customer contacts • Escalate complex customer situations to senior managers • Ensure accurate processing of customer requests

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 • 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