Investment Specialist - BMO Investorline

Bank of Montreal; Ontario; Hybrid; CAD 37,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their Wealth Sales & Service team. This role involves providing exceptional customer service and advising clients on investment strategies that align with their financial goals. You will engage with clients, understand their needs, and offer tailored investment solutions. With a commitment to growth and development, this company fosters a supportive environment where your contributions can drive positive change. If you are passionate about finance and customer service, this opportunity is perfect for you.

Qualifications

• 2-3 years of relevant experience in wealth and investment sales.
• Completion of Canadian Securities Course or IIROC licensed as Investment Representative.

Responsibilities

• Provide wealth and investment-related sales and service to customers.
• Make outbound calls to enhance customer experience with investment products.
• Achieve sales targets focused on investment products.

Skills

Verbal and written communication in Mandarin

Verbal and written communication in Cantonese

Customer service

Sales skills

Analytical skills

Problem-solving skills

Organizational skills

Collaboration skills

Education

Post-secondary degree in a related field

High school diploma or equivalent work experience

Completion of Canadian Securities Course (CSC)

Job description

Application Deadline:

05/15/2025

Address:

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Wealth Sales & Service

Mandarin and/or Cantonese verbal and written skills required.

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. Understand customer needs thoroughly and advise accordingly on investment options.
5. Achieve sales targets focused on relevant investment products.
6. Manage all transactional outcomes of customer contacts or refer to appropriate internal teams.
7. Escalate complex or unresolved customer issues to senior managers as needed.
8. Complete necessary documentation after customer interactions to ensure accurate processing of requests.
9. Maintain current knowledge of investment markets, practices, and trends, and incorporate this into customer conversations professionally.
10. Incorporate marketing promotions and programs into customer interactions where appropriate.
11. Maintain confidentiality of customer and bank information.
12. Identify and report suspicious activity potentially related to money laundering.
13. Adhere to regulatory and compliance standards, including AML, Terrorist Financing reporting, FCAC provisions, and Privacy Act.
14. Handle complex and diverse tasks within established rules/limits, including escalations.
15. Analyze issues and determine appropriate next steps.
16. Additional responsibilities may be assigned as needed.

Qualifications:

• Typically 2-3 years of relevant experience; post-secondary degree in a related field 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.
• Completion of Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
• Understanding of Risk Management & Compliance.
• Good verbal and written communication skills.
• Good organizational skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.

Salary:

$37,500.00 - $69,500.00

Pay Type:

Salaried

Salary varies based on location, skills, experience, education, and qualifications, and may include commissions. Part-time salaries are pro-rated. The listed salary is the target for the first year, and total compensation may include incentives, bonuses, and benefits. More details at Total Rewards.

About Us:

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create lasting, positive change for our customers, communities, and employees. We support your growth with training, coaching, and development opportunities.

Learn more at BMO Careers.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during the recruitment process. To request accommodations, contact your recruiter.

Note: BMO does not accept unsolicited resumes. Resumes should be submitted directly by candidates or through authorized agencies with a valid agreement.