Investment Specialist, English, Mandarin, Cantonese

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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 aligned with their objectives • Fulfill sales and service activities according to approved procedures • Identify and make referrals to other business groups as needed • Make outbound customer calls and proactively identify opportunities to enhance customer experience • Provide professional sales and service for customer and prospect inquiries, issues, and requests • Probe to understand customers’ 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 documentation after customer interactions • Maintain and apply current knowledge of investment markets, practices, trends, and regulatory requirements • Integrate relevant marketing promotions and programs into customer conversations • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity related to money laundering • Adhere to AML, terrorist financing, FCAC, Privacy Act, risk management, and compliance requirements • Analyze issues, determine next steps, and handle escalations • Make sound, risk-informed decisions within BMO’s Risk Management Framework and approved Risk Appetite

🎯 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) and/or CIRO licensed as an Investment Representative preferred • Canadian Investment Regulatory Exam (CIRE) and Derivatives Exam must be completed within a specified time to become fully functional • Some understanding of Risk Management and Compliance • Specialized knowledge • Good verbal and written communication skills • English language proficiency; Mandarin and Cantonese preferred • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Availability to work 8:00 AM–6:00 PM EST, Monday to Friday, 37.5 hours per week

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request during the selection process