Investment Specialist

BMO; Edmonton; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused financial professional in Edmonton to provide financial planning guidance and investment solutions. You will engage clients, assess needs, and refer to partners to deliver tailored advice while supporting sales goals and service excellence.

Ideal candidates have 2–3 years of experience, a related degree, and ongoing licensing efforts, with strong communication and analytical skills to navigate personal and commercial banking needs.

Qualifications

• 2-3 years of relevant experience and post-secondary degree or equivalent
• Working towards regulatory/licensing requirements for a Financial Planner
• Good knowledge of the financial industry and trends
• Strong verbal and written communication skills
• Organizational and collaborative skills
• Analytical and problem-solving abilities

Responsibilities

• Engage new and existing customers with needs-based assessments to grow loyalty and opportunities.
• Develop and implement business development strategies to acquire new business.
• Build relationships within the community and with partners.
• Identify opportunities to cross-sell personal, lending, and investment products.
• Support achievement of sales targets and overall business results.
• Provide sales and service support to team members to complete transactions.
• Respond to customer investment requests and refer to partners when appropriate.
• Learn the Financial Planner role and complete accreditation within 12–24 months.
• Stay current on personal investment products and market trends.
• May work across multiple branches and channels to deliver the customer experience.

Skills

2-3 years experience

Post-secondary degree

Regulatory licensing

Financial industry knowledge

Communication skills

Organization skills

Collaboration

Analytical thinking

Problem solving

Education

Post-secondary degree

Licensing in progress

Job description

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.
• Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
• Executes work to deliver timely, accurate, and efficient service.
• Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 12-24-month time frame.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Working towards the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
• Good working knowledge of financial industry.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary

$40,500.00 - $80,000.00

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. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.