Investment Specialist – Mutual Funds

Job not on LinkedIn

🕒 June 11

🇨🇦 Canada – Remote

💵 $37k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 45%

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 their objectives • Fulfill sales and service activities in accordance with approved procedures • Identify and make referrals to other business groups as needed • Make outbound calls and proactively identify opportunities to enhance customer experience with suitable investment products • Stay current on 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 customer needs and advise them through unique investment needs • 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 documentation after customer interactions to ensure requests are accurately processed • 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 patterns related to money laundering • Adhere to regulatory and compliance requirements, including AML/ATF, FCAC consumer provisions, and Privacy Act provisions • Complete complex and diverse tasks within given rules and limits, including escalations from other employees • Analyze issues and determine next steps • Perform broader work or accountabilities as assigned

🎯 Requirements

• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable or equivalent combination of education and experience • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative • High school diploma or equivalent work experience • Knowledge of competitive marketplace trends and product offerings • Knowledge of BMO Investment / BMO InvestorLine products and services • Some understanding of Risk Management & Compliance • Specialized knowledge • Excellent verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Must be available to work Monday to Friday, 8AM to 8PM EST hours

🏖️ Benefits

• Commission structure may apply • Performance-based incentives • Discretionary bonuses • 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