Investment and finance expert evaluating AI - generated valuation and investment analyses for Gramian Consultancy. Creating expert prompts, reference answers, and structured feedback to improve AI models.
About the role
- Investment Specialist providing remote wealth and investment sales and service for BMO Bank customers. Advising on products, meeting sales targets, and ensuring regulatory compliance.
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 according to approved procedures
- Identify and refer customers to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance customer experience
- Stay current on consumer needs, industry trends, best practices, and the regulatory environment
- Provide professional-quality sales and service for customer and prospect inquiries, issues, and requests
- Probe to understand customer needs and advise them on unique investment needs
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer 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 patterns related to money laundering
- Adhere to regulatory and compliance requirements, including AML/terrorist financing, FCAC, and Privacy Act provisions
- Complete complex and diverse tasks within given rules and limits, including escalations from other employees
- Analyze issues and determine next steps
- Apply BMO's Risk Management Framework and make sound, risk-informed decisions aligned with business strategy, policies, laws, and regulations
Requirements
- Typically between 2 - 3 years of relevant experience
- Post-secondary degree in related field of study 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 / BMO InvestorLine products and services
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
- Some understanding of Risk Management & Compliance
- Specialized knowledge
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
Benefits
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Associé aux services d’investissement chez Letko, Brosseau & Associés, gestionnaire de placements mondial canadien. Soutien aux clients privés et institutionnels, aux conseillers et au développement commercial.
Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Managing relationships, financing advice, and community outreach.
RSM tax - credit manager preparing and defending SR&ED claims and Clean Economy incentives. Advising Canadian businesses on eligible costs, credits, grants, and compliance.
Personal Finance Advisor helping Desjardins members and businesses achieve financial goals through investments, loans, and insurance solutions. Building trusted relationships and advising on integrated financial strategies.
Personal Finance Advisor guiding Desjardins members and businesses on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client satisfaction, profitability, and risk management.
Personal Finance Advisor helping Desjardins members and businesses meet financial goals. Recommending investments, loans, and insurance while managing trusted client relationships.
Financial Analyst supporting Ontario’s early - childhood regulator with payroll, reporting, budgeting, and audit functions. Preparing reconciliations, forecasts, member - payment analyses, and long - term financial plans.
Personal Finance Advisor helping Desjardins members choose investments, loans and insurance solutions. Building client relationships while balancing satisfaction, profitability and prudent risk management.
Financial Analyst supporting accounting, reporting, forecasting, and tax compliance for wholesale trade printer SinaLite. Building Power BI dashboards and NetSuite reports while improving finance controls.