Personal Finance Advisor advising Desjardins members on investments, loans, insurance, and financial strategies. Building trusted relationships and supporting the La Tuque caisse community.
About the role
- Investment Specialist providing remote wealth and investment sales and service for BMO Bank customers. Advising on investment 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 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
- 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 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
- 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
- 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 and applicable policies, laws, and regulations
- Perform broader work or accountabilities as assigned
Requirements
- Typically 2–3 years of relevant experience
- Post-secondary degree in a 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
- Ability to comply with Anti-Money Laundering and Terrorist Financing reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions
Benefits
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- 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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