Investment Specialist

🔥 16 hours ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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 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 customer experience with suitable investment products • Monitor consumer needs, industry trends, best practices, and the regulatory environment • Provide professional-quality sales and service for customer and prospect inquiries, issues, and requests • Probe to understand customers' unique investment needs and advise them accordingly • Achieve sales targets focused on relevant investment products • Manage transactional outcomes of customer contacts or refer matters to appropriate internal business groups • Escalate complex or unresolved customer situations to senior managers • Complete required documentation after customer interactions • Maintain current knowledge of investment markets, practices, and trends and integrate it into customer conversations • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity patterns related to money laundering • Adhere to regulatory and compliance requirements • Complete complex and diverse tasks within established rules and limits, including escalations from other employees • Analyze issues and determine next steps • Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and approved risk appetite

🎯 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 marketplace 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 • Specialized knowledge • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Ability to comply with Anti-Money Laundering and Terrorist Financing reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions • Ability to maintain confidentiality of customer and Bank information • Ability to apply BMO's Risk Management Framework and comply with applicable policies, laws, and regulations

🏖️ Benefits

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