Investment Specialist, Trilingual (Mandarin, Cantonese)

Vaga não está no LinkedIn

🕒 Março 2

🇨🇦 Canadá – Remoto

💵 $36.600 - $67.500 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

💸 Planejamento e Análise Financeira (FP&A)

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 35%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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BMO U.S.

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

🛡️ Seguros

💼 Consultoria

📦 Logística

Insurance • Consulting • Logistics

No BMO, banco é o nosso compromisso pessoal em ajudar as pessoas em cada etapa de suas vidas financeiras.

Descrição

• 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.

🎯 Requisitos

• 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 • Must be fluent in written and spoken English, Mandarin & Cantonese • Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred • Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role • 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. • Specialized knowledge.

🏖️ Benefícios

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans