Investment Specialist, BMO InvestorLine Remote
Core
Provide wealth and investment-related sales and service to BMO customers, advising on strategies and products while managing transactional outcomes.
Role type
Investment Specialist (Wealth Sales & Service)
Builds
Investment products and services for BMO customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales, customer service, investment product knowledge, regulatory compliance, risk management, documentation, market trend analysis
Preferred skills
Canadian Securities Course (CSC) certification, CIRO/IIROC licensing, Canadian Investment Regulatory Exam (CIRE), Derivatives Exam completion
Technologies
BMO Investment / BMO InvestorLine platforms
Responsibilities
Make outbound calls to identify investment opportunities, advise customers on unique investment needs, achieve sales targets, manage transactional outcomes, escalate complex situations, maintain confidentiality, report suspicious activity, adhere to AML/FCAC/Privacy regulations, analyze issues and determine next steps
Seniority
Mid-level (2-3 years experience)