Investment Specialist – Bilingual, English, Mandarin or Cantonese

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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

• Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects • Advise customers on wealth and investment strategies and products aligned with their objectives • Fulfill sales and service activities according to approved procedures • Identify and refer customers to other business groups as needed • Make outbound calls and proactively identify opportunities to enhance the customer experience • Provide professional sales and service for customer and prospect inquiries, issues, and requests • Probe to understand unique investment needs and advise customers accordingly • Achieve sales targets focused on relevant investment products • Manage transactional outcomes or refer matters to appropriate internal business groups • Escalate complex or unresolved customer situations to senior managers • Complete documentation after customer interactions • Maintain current knowledge of investment markets, practices, trends, and regulatory requirements • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity related to money laundering • Adhere to AML, terrorist financing, FCAC consumer protection, Privacy Act, risk management, and compliance requirements • Complete complex and diverse tasks, including escalations from other employees • Analyze issues and determine next steps • Make risk-informed decisions aligned with business strategy, approved policies, laws, and regulations

🎯 Requirements

• Typically 2–3 years of relevant experience • Post-secondary degree in a related field desirable, or 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 and BMO InvestorLine products and services • Completed Canadian Securities Course (CSC) / CIRO licensing preferred • Canadian Investment Regulatory Exam (CIRE) and Derivatives Exam must be completed within the specified timeframe to become fully functional • Understanding of Risk Management and Compliance • Specialized knowledge • Good verbal and written communication skills in English and Mandarin and/or Cantonese • Good organizational skills • Good collaboration and team skills • Good analytical and problem-solving skills

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process