Manager overseeing donor grant budgeting, reporting, audits, and compliance for Nutrition International, a global nutrition organization. Supervising grant finance staff and strengthening financial controls across international projects.
About the role
- Investment Specialist advising BMO customers on wealth products and investment strategies. Driving investment sales, resolving service inquiries, 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 that meet their objectives
- Fulfill sales and service activities in accordance with approved procedures
- Identify and make referrals to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance customer experience with investment products
- Monitor 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 through unique investment needs
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer customers to appropriate internal business groups
- Escalate complex or unresolved situations to senior managers
- Complete documentation after customer interactions
- Maintain current knowledge of investment markets, practices, and trends
- Integrate marketing promotions and programs into customer conversations where appropriate
- Maintain confidentiality of customer and Bank information
- Identify and report suspicious patterns related to money laundering
- Adhere to regulatory and compliance requirements, including AML/ATF, FCAC, and Privacy Act provisions
- Complete complex and diverse tasks and handle escalations from other employees
- Analyze issues and determine next steps
- Apply BMO's Risk Management Framework and make sound, risk-informed decisions aligned with policy, laws, and regulations
- Perform broader work or accountabilities as needed
Requirements
- 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) or IFIC course / IIROC licensed as an Investment Representative
- Some understanding of Risk Management & Compliance
- Specialized knowledge
- Good verbal & written communication skills
- Good organization skills
- Good collaboration & team skills
- Good analytical and problem solving skills
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Inclusive, equitable and accessible workplace
- Accommodations available on request during the selection process
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