Investment Specialist

🕒 vor 15 Tagen

🇨🇦 Kanada – Remote

💵 $40.500 - $80.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💸 Finanzplanung und Analyse (FP&A)

🚫👨‍🎓 Kein Abschluss erforderlich

👻 Geisterscore 0%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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BMO U.S.

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5001 - 10000 Mitarbeiter

🛡️ Versicherung

💼 Beratung

📦 Logistik

Insurance • Consulting • Logistics

Bei BMO ist Bankgeschäft unser persönliches Engagement, Menschen in jeder Phase ihres finanziellen Lebens zu unterstützen.

Beschreibung

• 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 relevant 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 or refer contacts 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 • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity patterns related to money laundering • Adhere to regulatory and compliance requirements, including AML/ATF, FCAC, 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 • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations • Perform broader work or accountabilities as assigned

🎯 Anforderungen

• Typically between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable or equivalent combination of education and experience • High school diploma or equivalent work experience • 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 • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)

🏖️ Vorteile

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • 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 for candidates taking part in all aspects of the selection process