Outbound Investment Specialist - Mutual Funds, Bilingual

November 6

Apply Now

Receive Emails with Similar Jobs

BMO U.S.

WebsiteLinkedInAll Job Openings

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 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. • Primarily outbound calls to customers to enhance customer experience by providing suitable investment products. • Stays abreast of consumer needs, industry trends and best practices in the regulatory environment. • Provides professional quality sales and service for customer and prospect inquiries, issues and requests. • 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.

Requirements

• 2 - 3 years of relevant experience • Post-secondary degree in related field 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 • 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