Investment Specialist, Mutual Funds (Bilingual, French and English)

Investment Specialist, Mutual Funds (Bilingual, French and English)

Location: REMOTE/TELETRAVAIL, QC, CAN; REMOTE/TELETRAVAIL, ON, CAN; REMOTE/TELETRAVAIL, BC, CAN; REMOTE/TELETRAVAIL, NB, CAN; REMOTE/TELETRAVAIL, PE, CAN

Time Type: Full time

Posted on: Posted Yesterday

Job Requisition ID: R240027028

Application Deadline: 12/30/2024

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group: Wealth Sales & Service

Language Requirements for Role: Strong verbal and written language skills in both French and English

Certifications: Must have completed either the IFIC or CSC certification

Work from Home: Yes

Availability: 8:00 AM to 6:00 PM EST, Monday to Friday (37.5 hours per week)

Start Date: January 2025

Responsibilities:

• 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 customer’s objectives.
• Fulfill sales and service activities for the customer in accordance with approved procedures.
• Identify and make referrals to other business groups as needed.
• Make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
• Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• 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 all transactional outcomes of customer contacts or refer to appropriate internal business groups.
• Escalate complex or unresolved customer situations to senior managers as required.
• Perform any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner.
• Integrate marketing promotions and programs into customer conversations where appropriate.
• Maintain the confidentiality of customer and Bank information.
• Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
• Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
• Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyze issues and determine next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and 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 market place trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.