Investment Specialist – Mutual Funds

Stelle nicht auf LinkedIn

🕒 vor 3 Monaten

🇨🇦 Kanada – Remote

💵 $37.000 - $70.000 / Jahr

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

💸 Finanzplanung und Analyse (FP&A)

👻 Geisterscore 45%

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.

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mail-Benachrichtigung für neue Jobs einrichten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

BMO U.S.

WebsiteLinkedInAlle Stellen

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 suitable 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 of customer contacts or refer matters 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 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 patterns 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 given rules and limits, including escalations from other employees • Analyze issues and determine next steps • Perform broader work or accountabilities as assigned

🎯 Anforderungen

• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable or equivalent combination of education and experience • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative • High school diploma or equivalent work experience • Knowledge of competitive marketplace trends and product offerings • Knowledge of BMO Investment / BMO InvestorLine products and services • Some understanding of Risk Management & Compliance • Specialized knowledge • Excellent verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Must be available to work Monday to Friday, 8AM to 8PM EST hours

🏖️ Vorteile

• Commission structure may apply • Performance-based incentives • Discretionary bonuses • 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 during the selection process