Investment Specialist

Bank of Montreal; Saskatchewan; Remote; CAD 37,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a bilingual Investment Representative to provide wealth and investment-related services. The role involves advising customers, achieving sales targets, and maintaining compliance with regulations. Candidates should have relevant experience and be fluent in French and English.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• Typically 2-3 years of relevant experience.
• Completed Canadian Securities Course (CSC) or IFIC course.

Responsibilities

• Make outbound calls to enhance customer experience.
• Advise customers on wealth and investment strategies.
• Achieve sales targets focusing on investment products.

Skills

Collaboration

Analytical

Problem Solving

Fluent in French

Fluent in English

Education

Post-secondary degree

High school diploma

Tools

BMO Investment products

BMO InvestorLine products

Job description

VIRTUAL61 - REMOTE / TELETRAVAIL - QC - BMO

Job Family Group :

Must be Fluent in French & English written & oral.

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

1. Make outbound calls to customers and proactively seek opportunities to enhance customer experience by providing suitable investment products.
2. Stay updated on consumer needs, industry trends, best practices, and regulatory environment related to provided products and services.
3. Provide professional sales and service for customer and prospect inquiries, issues, and requests.
4. Probe to understand customer needs and advise accordingly.
5. Achieve sales targets focusing on relevant investment products.
6. Manage all transactional outcomes of customer contacts or refer to appropriate internal groups.
7. Escalate complex or unresolved customer situations to senior managers when necessary.
8. Ensure accurate documentation after customer interactions to process requests properly.
9. Maintain current knowledge of investment markets, practices, and trends, and incorporate this into customer conversations professionally.
10. Integrate marketing promotions and programs into customer interactions where appropriate.
11. Maintain confidentiality of customer and bank information.
12. Identify and report suspicious activity related to money laundering.
13. Adhere to regulatory and compliance requirements, including AML, FCAC, and Privacy Act provisions.
14. Handle complex and diverse tasks within given rules and may include managing escalations.
15. Analyze issues and determine next steps.
16. Perform broader responsibilities as needed.

Qualifications :

• Typically 2-3 years of relevant experience, with a post-secondary degree preferred or equivalent experience.
• High school diploma or equivalent work experience.
• Knowledge of market trends and product offerings.
• Familiarity with BMO Investment / BMO InvestorLine products and services.
• Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
• Understanding of Risk Management & Compliance.
• Fluent in French & English.
• Good collaboration, team skills, analytical, and problem-solving skills.

Salary : $37,500.00 - $69,500.00

This range reflects BMO Financial Group’s pay scale and may vary based on location, skills, experience, education, and qualifications. Compensation may include performance incentives, bonuses, and benefits such as health insurance, tuition reimbursement, and retirement plans. For more info, visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO, our purpose is to create lasting, positive change for our customers, communities, and employees. We foster a collaborative environment that supports growth and impact, offering training, coaching, and development opportunities.

Learn more at https://jobs.bmo.com/ca/en

BMO is committed to diversity and inclusion. Accommodations are available upon request during the hiring process. To request accommodations, contact your recruiter.

Note to Recruiters : BMO does not accept unsolicited resumes except directly from candidates. Resumes sent unsolicited will be considered BMO property. Agencies must have a valid contract to submit resumes.