Investment Specialist, Mutual Funds

🔥 1 minute ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

👻 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

• Primarily support customers in the inbound call queue at the BMO Investment Centre • Build trust and meaningful customer relationships while delivering an excellent customer experience • Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects • Support customers through onboarding of new accounts • Process Mutual Fund and Term investment transactions • Review customers’ goals and objectives and ensure they are set up with appropriate investment products and services • Fulfill sales and service activities in accordance with approved procedures

🎯 Requirements

• Typically between 1 and 3 years of relevant professional experience • Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course • Good knowledge and understanding of competitive marketplace trends and product offerings • Some knowledge and understanding of industry regulations and standards • Excellent communication, organizational, time management, and listening skills • Resilient, passionate and curious • Work from home 100% / Fully remote

🏖️ 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 • Tools and resources to reach new milestones • Accommodations available on request during the selection process