Investment Specialist, Bilingual in French and English

Job not on LinkedIn

🕒 July 20

🇨🇦 Canada – Remote

💵 $38.5k - $71k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 that meet customer's objectives • Fulfill sales and service activities for the customer in accordance with approved procedures • Identify and make referrals to other business groups as needed • Make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs • Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided • Provide professional quality sales and service for customer and prospect inquiries, issues and requests • Probe to understand customer needs and advise them through their unique investment needs • Achieve sales targets with a focus on relevant investment products • Manage all transactional outcomes of customer contacts or refers to appropriate internal business groups • Escalate complex or unresolved customer situations to senior managers as required • Perform any required documentation after completed customer interactions to ensure customer’s requests are accurately processed • Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain the confidentiality of customer and Bank information

🎯 Requirements

• Typically 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) / CIRO licensed as an Investment Representative preferred • Understanding of Risk Management & Compliance • Verbal & written communication skills - Good in both French and English, preferred • Organization skills - Good • Collaboration & team skills - Good • Analytical and problem solving skills - Good

🏖️ Benefits

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