[Hiring] Investment Specialist @BMO

Role Description

Are 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 every day! 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, with 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 customer's 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:

• The Investment Specialist is responsible for primarily supporting 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.
• You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.
• This typically includes supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, and reviewing a customer's goals and objectives.
• Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures.

Qualifications

• Typically between 1 and 3 years of relevant professional experience.
• Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC).
• Good knowledge and understanding of the competitive marketplace trends and product offerings.
• Some knowledge and understanding of industry regulations and standards.
• Excellent communication, organizational, time management, and listening skills.
• Resilient, passionate, and curious.

Requirements

• Strong desire to work in a fast-paced environment.
• Ability to make a difference in the lives of customers.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.