Investment Specialist - First Nations / Métis / Inuit
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 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. • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. • Escalates complex or unresolved customer situations to senior managers as required. • Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. • Integrates marketing promotions and programs into customer conversations where appropriate. • Maintains the confidentiality of customer and Bank information. • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. • Analyzes issues and determines next steps. • Broader work or accountabilities may be assigned as needed.
Requirements
• Typically between 2 - 3 years of relevant experience • 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 marketplace 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 • Good verbal & written communication skills • Good organization skills • Good collaboration & team skills • Good analytical and problem solving skills
Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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