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Investment Specialist-Mutual Funds, Bmo Investment Centre (Virtual - Bilingual - French And English)
Company | BMO |
Address | New Brunswick, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-08 |
Posted at | 9 months ago |
Language Requirements for the role: French and English
- Canadian Securities Course
- IFIC
- Specialized knowledge.
- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Probes to understand customer needs and advises them through their unique investment needs.
- May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Achieves sales targets with a focus on relevant investment products.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Broader work or accountabilities may be assigned as needed. Qualifications:
- Analyzes issues and determines next steps.
- Verbal & written communication skills - Good.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Some understanding of Risk Management & Compliance.
- Analytical and problem solving skills - Good.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Provides professional quality sales and service for customer and prospect inquires, issues and requests.
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to senior managers as required.
- Knowledge of competitive market place trends and product offerings.
- Collaboration & team skills - Good.
- High school diploma or equivalent work experience.
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
- Organization skills - Good.
- Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
- Maintains the confidentiality of customer and Bank information.
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