BMO U.S.

Investment Specialist, Trilingual (Mandarin, Cantonese)

BMO U.S.

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$36,600 - CA$67,500 per year

About the role

  • 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.
  • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
  • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
  • Probes to understand customer needs and advises them through their unique investment needs.
  • Achieves sales targets with a focus on relevant investment products.
  • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
  • Escalates complex or unresolved customer situations to senior managers as required.
  • Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
  • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
  • Integrates marketing promotions and programs into customer conversations where appropriate.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • 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.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed.

Requirements

  • Typically between 2 - 3 years of relevant experience
  • Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
  • Must be fluent in written and spoken English, Mandarin & Cantonese
  • Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred
  • Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role
  • 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.
  • Some understanding of Risk Management & Compliance.
  • Specialized knowledge.
Benefits
  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementinvestment strategiessales activitiescustomer serviceregulatory compliancerisk managementfinancial analysisinvestment productsdocumentation processingmarket analysis
Soft Skills
customer needs assessmentcommunicationproblem-solvingrelationship buildingproactive engagementescalation managementconfidentialityanalytical thinkingadaptabilityteam collaboration
Certifications
Canadian Securities Course (CSC)CIRO licensed Investment RepresentativeCanadian Investment Regulatory Exam (CIRE)Derivatives Exam