Bilingual Investment Specialist – Mutual Funds

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🕒 May 26

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 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

🎯 Requirements

• 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 / CIRO licensed as an Investment Representative • Some understanding of Risk Management & Compliance • Specialized knowledge • Fluent in French and English

🏖️ Benefits

• Health insurance • Accident and life insurance • Tuition reimbursement • Retirement savings plans