Investment Specialist, New or Recent Grad

🕒 May 15

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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 • Advise customers on wealth and investment strategies and products • Fulfill sales and service activities for customers • Identify and make referrals to other business groups as needed • Make outbound calls to customers and seek opportunities to enhance customer experience • Stay abreast of consumer needs, industry trends, and best practices • Provide professional quality sales and service for customer inquiries • Achieve sales targets with focus on investment products • Manage transactional outcomes of customer contacts or refer to appropriate groups • Escalate complex or unresolved situations to senior managers

🎯 Requirements

• Typically between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable • 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 • Specialized knowledge • Verbal & written communication skills - Good • 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