Investment Specialist, Mutual Funds

BMO Financial Group; Ontario (CA); Remote; USD 29.000 - 57.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO is seeking an Investment Specialist for its Investment Centre with a remote work setup. You will help customers with wealth and investment products, onboard new accounts, and process mutual fund and term investments while delivering exceptional service.

The role emphasizes building trust, understanding client goals, and providing guidance on suitable investment solutions in a fast-paced, remote environment. A CSC or IFIC is preferred.

Qualifikationen

• Typically between 1 and 3 years of relevant professional experience.
• Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course.
• Good knowledge and understanding of the competitive marketplace trends and product offerings.
• Some knowledge and understanding of industry regulations and standards given our industry is highly regulated.
• Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers.
• Resilient, passionate and curious because your day will have its fair share of opportunities.

Aufgaben

• The Investment Specialist primarily supports customers in the inbound call queue at the BMO Investment Centre.
• You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.
• This includes onboarding of new accounts, Mutual Fund and Term investment transactions, and ensuring clients are set up with appropriate investment products and services.

Kenntnisse

Communication skills

Organizational skills

Time management

Active listening

Resilience

Curiosity

Customer service

Ausbildung

Canadian Securities Course (CSC)

Investment Funds in Canada Course (IFIC)

Jobbeschreibung

Application Deadline:12/03/2026Address:VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:Wealth Sales & ServiceInvestment Specialist, BMO Investment CentreWork from home 100% / Fully remoteAre you ready to build your career in the investment industry while working from home?Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.Whether you are new to Wealth Management or already have experience, our contact center is the right place for you!Who you are?You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision.You love interacting with people and are passionate about helping Canadians invest smarter.You have a passion for investments and stay up-to-date on the latest market news.You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them.You enjoy learning about a customers financial situation, as well as educating and helping people to meet their financial goals.Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.What your day looks like?Breaking the mold of a traditional contact centre environment, the Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre.A successful Investment Specialist will invoke trust and build meaningful customer relationships – delivering an amazing customer experience; no matter what obstacles you faceYou will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and servicesInvestment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures.What are the qualifications you bring?We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our customers. Successful candidates will have:Typically between 1 and 3 years of relevant professional experienceCompleted Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) courseGood knowledge and understanding of the competitive marketplace trends and product offeringsSome knowledge and understanding of industry regulations and standards given our industry is highly regulatedExcellent communication, organizational, time management, and listening skills which are all vital for servicing our customersResilient, passionate and curious because your day will have its fair share of opportunities.Salary :$40,500.00 - $80,000.00Pay Type:SalariedThe 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-RewardsAbout UsAt 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.