Investment Specialist, English, Mandarin, Cantonese

🕒 vor 3 Monaten

🇨🇦 Kanada – Remote

💵 $40.500 - $80.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💸 Finanzplanung und Analyse (FP&A)

🚫👨‍🎓 Kein Abschluss erforderlich

👻 Geisterscore 55%

Was es bedeutet: die Wahrscheinlichkeit, dass für diese Stelle niemand wirklich einstellt.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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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 aligned with their objectives • Fulfill sales and service activities according to approved procedures • Identify and refer customers to other business groups as needed • Make outbound calls and proactively identify opportunities to enhance customer experience with suitable investment products • Monitor consumer needs, industry trends, best practices, and the regulatory environment • Provide professional sales and service for customer and prospect inquiries, issues, and requests • Probe to understand customer needs and advise them on unique investment needs • Achieve sales targets focused on relevant investment products • Manage transactional outcomes or refer matters to appropriate internal business groups • Escalate complex or unresolved customer situations to senior managers • Complete required documentation after customer interactions • 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 activity 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 established 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 • Broader work or accountabilities may be assigned as needed

🎯 Anforderungen

• 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 marketplace 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 • Good verbal and written communication skills in English; Mandarin and Cantonese preferred • 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

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • 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

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