Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client satisfaction, profitability, and prudent risk management.
About the role
- BMO bank Investment Specialist advising clients on wealth and investment products through BMO InvestorLine. Providing bilingual French-English sales, service, and regulatory support remotely across Canada.
Responsibilities
- 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 aligned with their objectives
- Fulfill sales and service activities in accordance with approved procedures
- Identify and refer customers to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance customer experience with suitable investment products
- Stay current on consumer needs, industry trends, best practices, and regulatory requirements
- Provide professional sales and service for customer and prospect inquiries, issues, and requests
- Probe to understand unique investment needs and advise customers accordingly
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer matters to appropriate internal business groups
- Escalate complex or unresolved customer situations to senior managers
- Complete required documentation after customer interactions
- Maintain current knowledge of investment markets, practices, and trends and integrate it into customer conversations
- Integrate marketing promotions and programs into customer conversations where appropriate
- Maintain confidentiality of customer and Bank information
- Identify and report suspicious activity related to money laundering
- Adhere to regulatory and compliance requirements, including AML/ATF, FCAC, and Privacy Act provisions
- Complete complex and diverse tasks, including escalations from other employees
- Analyze issues and determine next steps
- Perform broader work or accountabilities as assigned
Requirements
- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field desirable, or equivalent combination of education and experience
- High school diploma or equivalent work experience
- Knowledge of competitive marketplace trends and product offerings
- Knowledge of BMO Investment and BMO InvestorLine products and services
- Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred
- Canadian Investment Regulatory Exam (CIRE) and Derivatives Exam must be completed within a specified period to become fully functional
- Understanding of Risk Management and Compliance
- Specialized knowledge
- Good verbal and written communication skills in French and English
- Good organizational skills
- Good collaboration and teamwork skills
- Good analytical and problem-solving skills
- Fluency in French and English required to support clients and team members inside and/or outside Quebec
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
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Personal Finance Advisor helping Desjardins members achieve financial goals through investments, loans, and insurance. Building client relationships and recommending integrated financial solutions.
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