Investment Specialist – Mutual Funds

Emploi pas sur LinkedIn

🕒 il y a 3 mois

🇨🇦 Canada – Télétravail

💵 $37 000 - $70 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 45%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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BMO U.S.

Site WebLinkedInTous les Emplois

5001 - 10000 employés

🛡️ Assurance

💼 Conseil

📦 Logistique

Insurance • Consulting • Logistics

Chez BMO, la banque est notre engagement personnel à aider les gens à chaque étape de leur vie financière. La vérité est que les besoins des gens évoluent : nous évoluons également. Mais nous ne changeons jamais qui nous sommes. Ce qui signifie que nous ne renoncerons jamais à offrir à nos clients la meilleure expérience bancaire possible dans l’industrie. Notre incroyable équipe de plus de 10 000 personnes, plus de 600 agences et 1300 distributeurs automatiques de billets, ne représente que la partie visible de l’iceberg. Vous devriez faire connaissance avec nous. Nous sommes là pour aider. Nos conditions d'utilisation des réseaux sociaux : https://www.bmo.com/socialmediatermsofuse BMO est un nom commercial utilisé aux États-Unis par BMO Bank N.A. Membre FDIC.

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 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

🎯 Exigences

• 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

🏖️ Avantages

• 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