Iinvestment Specialist

BMO Financial Group; United States; Remote; USD 37,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Wealth Sales & Service professional to enhance customer experiences through tailored investment advice. In this remote role, you will leverage your fluency in both French and English to connect with clients, understand their financial needs, and recommend suitable products. This position offers a dynamic environment where your skills in sales and customer service will shine, contributing to the growth and success of clients and the firm alike. Join a team that values innovation and inclusivity, and help shape the future of financial services.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Training and Development Opportunities

Qualifications

• 2-3 years of relevant experience in wealth management.
• Strong knowledge of investment products and market trends.

Responsibilities

• Provide wealth and investment-related sales and service to customers.
• Advise customers on investment strategies and products.
• Achieve sales targets focusing on investment products.

Skills

Fluency in French

Fluency in English

Customer Service

Sales Skills

Analytical Skills

Problem-Solving

Communication Skills

Risk Management

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:

VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group:

Wealth Sales & Service

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. 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) or IFIC course / IIROC licensed as an Investment Representative
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• MUST be Fluent in French & English - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

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. 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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About the company

The Bank of Montreal is a Canadian multinational investment bank and financial services company.