Investment Specialist, Mutual Funds

🔥 10 minutes ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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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

• Support customers primarily through inbound calls, with occasional outbound calls to proactively identify opportunities and enhance their experience • Build trust and deliver an exceptional customer experience by understanding individual needs, goals and objectives • Provide professional sales and service support, including new account onboarding, Mutual Fund and Term Investment transactions, and discussions about appropriate investment products and services • Ask thoughtful questions to uncover customer needs and recommend relevant investment solutions while working toward sales targets • Manage customer requests from start to finish, including completing required documentation, processing transactions, resolving issues and referring or escalating more complex situations when appropriate • Stay current on investment markets, industry trends, customer needs, products, promotions and regulatory requirements, and confidently bring this knowledge into customer conversations • Protect customer and Bank information while adhering to applicable policies, procedures, privacy, Anti-Money Laundering, Terrorist Financing and FCAC requirements • Identify and report suspicious activity and make sound, risk-informed decisions aligned with the Bank’s Risk Management Framework and Risk Appetite • Take on broader responsibilities as business and customer needs evolve • Help Canadians navigate important financial decisions and achieve their financial goals

🎯 Requirements

• Typically, between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable or an equivalent combination of education and experience • High school diploma or equivalent work experience • Good 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 • Verbal & written communication skills • Organization skills • Collaboration & team skills • Analytical and problem solving • Strong verbal and written communication skills • Availability for Monday to Friday, 8:00 AM to 8:00 PM EST schedule

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Fully remote work environment • Ongoing learning and professional development opportunities • Collaborative and supportive team culture • Exposure to investment markets, products, and client advisory services • In-depth training and coaching • Manager support • Network-building opportunities • Workplace accommodations available on request

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