Investment Specialist - Mutual Funds - Remote

Overview

The Investment Specialist at BMO Investment Centre is responsible for providing wealth and investment-related sales and service to customers, advising them on strategies and products that meet their financial objectives.

In Short

• Understand customer needs and provide tailored wealth management solutions.
• Achieve sales targets with a focus on investment products.
• Maintain knowledge of investment markets and trends.
• Ensure compliance with regulatory requirements.
• Provide high-quality customer service and support.
• Identify and refer opportunities to other business groups.
• Document customer interactions accurately.
• Handle escalated customer situations professionally.
• Collaborate with team members to enhance customer experience.
• Participate in ongoing training and development.

Requirements

• 2-3 years of relevant experience in investment services.
• Post-secondary degree in a related field or equivalent experience.
• Knowledge of BMO Investment products and services.
• Completion of Canadian Securities Course (CSC) or IFIC course.
• Strong verbal and written communication skills.
• Good organizational and analytical skills.
• Ability to work collaboratively in a team.
• Understanding of risk management and compliance.
• Proficient in customer service and sales techniques.
• Ability to handle complex customer inquiries.

Benefits

• Health insurance and retirement savings plans.
• Tuition reimbursement for further education.
• Performance-based incentives and bonuses.
• Flexible working hours.
• Opportunities for professional development.
• Inclusive and accessible workplace culture.
• Support for work-life balance.
• Networking opportunities within the organization.
• Comprehensive total rewards package.
• Commitment to employee well-being.