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 and proactively look for opportunities to enhance customer experience by providing relevant products
Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment
Provide professional quality sales and service for customer and prospect inquiries and requests
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
Integrate marketing promotions and programs into customer conversations where appropriate
Maintain the confidentiality of customer and Bank information
Identify and report suspicious patterns of activity

Typically between 2
3 years of relevant experience
Post-secondary degree in related field of study desirable or an 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
Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role
Some understanding of Risk Management & Compliance
Specialized knowledge.
Verbal & written communication skills
Good, English and Mandarin, Cantonese preferred
Organization skills
Good
Collaboration & team skills
Good
Analytical and problem solving skills
Good

Investment Specialist, English, Mandarin, Cantonese

Key skills