BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
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.
Investment Specialist, Bilingual in French and English
🕒 6 days ago
🇨🇦 Canada – Remote
💵 $38.5k - $71k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
🗣️🇫🇷 French Required
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BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
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 provides wealth and investment-related sales and service • Advises customers on wealth and investment strategies and products • Fulfills sales and service activities for the customer in accordance with approved procedures • Identifies and makes referrals to other business groups as needed • May make outbound calls to customers and look proactively for opportunities • Stays abreast of consumer needs, industry trends and best practices • Maintains current knowledge of investment markets, practices, and trends
🎯 Requirements
• Typically between 2 - 3 years of relevant 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 • Some understanding of Risk Management & Compliance
🏖️ Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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