Investment Specialist, Bilingual in French and English

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🕒 August 5

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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 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 • Provide professional-quality sales and service for customer and prospect inquiries, issues, and requests • Probe to understand customer needs and advise them through their unique investment needs • Achieve sales targets with a focus on relevant investment products • Manage transactional outcomes of customer contacts or refer 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 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 • Perform broader work or accountabilities as assigned

🎯 Requirements

• Typically 2–3 years of relevant experience • Post-secondary degree in a related field 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) preferred • CIRO licensed as an Investment Representative preferred • Canadian Investment Regulatory Exam (CIRE) and Derivatives Exam must be completed within the specified timeframe to become fully functional • Some understanding of Risk Management and Compliance • Specialized knowledge • Good verbal and written communication skills in French and English • Good organizational skills • Good collaboration and team skills • Good analytical and problem-solving skills • Fluency in French and English to support clients and team members inside and/or outside Quebec

🏖️ Benefits

• Work from home • 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