BMO U.S.

Investment Specialist, Bilingual – French, English

BMO U.S.

full-time

Posted on:

Location Type: Remote

Location: Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$38,500 - CA$71,000 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
  • 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
  • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
  • Maintains the confidentiality of customer and Bank information

Requirements

  • Typically between 2 - 3 years of relevant experience
  • post-secondary degree in related field of study desirable or 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) / CIRO licensed as an Investment Representative preferred
  • Some understanding of Risk Management & Compliance
  • Good verbal & written communication skills in both French and English
  • Good organization skills
  • Good collaboration & team skills
  • Good analytical and problem-solving skills
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 serviceinvestment productsrisk managementcomplianceanalytical skillsproblem-solving
Soft Skills
communication skillsorganizational skillscollaboration skillsteam skillscustomer needs analysis
Certifications
Canadian Securities Course (CSC)CIRO licensed as an Investment Representative