Original listing text, shown exactly as published by the company.
Who you are?
- You are seeking a role that focuses on delivering sound investment advice, and one that puts 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 customers 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?
- Breaking the mold of a traditional contact centre environment, the Investment Specialist is responsible to primarily support 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; no matter what obstacles you face
- You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.
- This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services
- Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures.
What are the qualifications you bring?
We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our customers. Successful candidates will have:
- Typically between 1 and 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course
- Good knowledge and understanding of the competitive marketplace trends and product offerings
- Some knowledge and understanding of industry regulations and standards given our industry is highly regulated
- Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers
- Resilient, passionate and curious because your day will have its fair share of opportunities.
- Bilingualism is a strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset as well.
Salary
$38,500.00 - $71,000.00
Pay Type
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonus
es, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
