Understand customer needs and provides wealth and investment-related sales and service
Advises customers on wealth and investment strategies and products
Fulfills sales and service activities for the customer
Makes referrals to other business groups as needed
Stays abreast of consumer needs, industry trends and best practices
Provides professional quality sales and service for customer inquiries
Achieves sales targets with a focus on relevant investment products
Escalates complex or unresolved customer situations to senior managers as required

Typically between 2
3 years of relevant experience
Post-secondary degree in related field of study or equivalent combination of education and experience
Completed Canadian Securities Course (CSC)
CIRO licensed as an Investment Representative preferred
Knowledge of BMO Investment / BMO InvestorLine products and services
Verbal & written communication skills in English, Mandarin, Cantonese preferred
Organization skills
Good
Collaboration & team skills
Good
Analytical and problem solving skills
Good

Investment Specialist, English, Mandarin, Cantonese

Key skills