Investment Specialist, English, Mandarin, Cantonese

🕒 July 6

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BMO U.S.

WebsiteLinkedInAll Job Openings

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 provide wealth and investment-related sales and service to BMO customers or prospects • Advise customers on wealth and investment strategies and products that meet customer’s objectives • Fulfill sales and service activities for the customer in accordance with approved procedures • Identify and make referrals to other business groups as needed • Make outbound calls to customers and proactively look for opportunities to enhance customer experience by providing relevant products • Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment • Provide professional quality sales and service for customer and prospect inquiries and requests • Achieve sales targets with a focus on relevant investment products • Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups • Escalate complex or unresolved customer situations to senior managers as required • Perform required documentation after completed customer interactions • Maintain current knowledge of investment markets, practices, and trends • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain the confidentiality of customer and Bank information • Identify and report suspicious patterns of activity

🎯 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 • 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 • Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role • Some understanding of Risk Management & Compliance • Specialized knowledge. • Verbal & written communication skills - Good, English and Mandarin, Cantonese preferred • Organization skills - Good • Collaboration & team skills - Good • Analytical and problem solving skills - Good

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans