Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects
Advise customers on wealth and investment strategies and products that meet customer’s objectives
Fulfill sales and service activities for the customer in accordance with approved procedures
Identify and make referrals to other business groups as needed
Make outbound calls to customers
Enhance customer experience by providing products that meet investment needs
Stay abreast of consumer needs, industry trends and best practices, and regulatory environment
Provide professional quality sales and service for customer and prospect inquiries, issues and requests
Probe to understand customer needs and advise them through their unique investment needs
Achieve sales targets with a focus on relevant investment products
Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups
Escalate complex or unresolved customer situations to senior managers as required
Perform required documentation after completed customer interactions
Maintain current knowledge of investment markets, practices, and trends

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
Specialized knowledge
Verbal & written communication skills
Good
Organisation skills
Good
Collaboration & team skills
Good
Analytical and problem solving skills
Good

Investment Specialist

Key skills