Investment Specialist - BMO Investorline - English or Bilingual in English and Mandarin or Cantonese
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
Investment product knowledge, sales execution, customer needs analysis, regulatory compliance (AML/FCAC), risk management application, bilingual communication (English/Mandarin or Cantonese)
Preferred skills
Canadian Securities Course (CSC) certification, CIRO licensing, Canadian Investment Regulatory Exam (CIRE) completion, Derivatives Exam completion
Technologies
BMO InvestorLine platform, BMO Investment products
Responsibilities
Make outbound calls to identify investment opportunities, achieve sales targets for relevant investment products, manage transactional outcomes and escalate complex issues, maintain confidentiality of customer data, report suspicious activity related to money laundering, adhere to regulatory and compliance requirements, perform documentation after customer interactions
Seniority
Mid-level (2-3 years experience)