Investment specialist, bmo investorline (english and mandarin and/or cantonese)

BMO Financial Group; San Juan de Terranova; Remote; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their dynamic team in a remote capacity. This role focuses on providing exceptional wealth and investment-related sales and service to customers, helping them meet their financial goals. As a key player, you will engage with clients to understand their needs, advise on investment strategies, and ensure a high-quality customer experience. If you are passionate about finance and thrive in a collaborative environment, this opportunity offers a chance to make a significant impact while working from the comfort of your home.

Qualifications

• 2-3 years of relevant experience in sales and service.
• Knowledge of investment markets and trends.

Responsibilities

• Provide wealth and investment-related sales and service to customers.
• Achieve sales targets and manage customer interactions professionally.

Skills

Verbal communication skills

Written communication skills

Analytical skills

Problem-solving skills

Organizational skills

Collaboration skills

Education

Post-secondary degree in related field

High school diploma or equivalent

Tools

BMO Investment products knowledge

Canadian Securities Course (CSC)

Job description

Date limite pour présenter sa candidature :

05/15/2025

Adresse :

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Groupe de famille d'emploi :

Ventes et service, Gestion de patrimoine

Language Requirements for role: Strong verbal and written language skills in both English and Mandarin and/or Cantonese

Work from home

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

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. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
2. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
3. Provides professional quality sales and service for customer and prospect inquires, issues and requests.
4. Probes to understand customer needs and advises them through their unique investment needs.
5. Achieves sales targets with a focus on relevant investment products.
6. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
7. Escalates complex or unresolved customer situations to senior managers as required.
8. Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
9. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
10. Integrates marketing promotions and programs into customer conversations where appropriate.
11. Maintains the confidentiality of customer and Bank information.
12. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
13. Adheres 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.
14. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
15. Analyzes issues and determines next steps.
16. 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) preferred
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.