Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing financial goals, profitability, and prudent risk management.
About the role
- Investment Specialist advising BMO InvestorLine customers on Canadian wealth and investment products. Delivering remote sales, service, compliance, and investment guidance across eligible provinces.
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 make referrals 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 on unique investment needs
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes of customer contacts 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 patterns related to money laundering
- Adhere to regulatory and compliance requirements, including AML/ATF, FCAC, and Privacy Act provisions
- Complete complex and diverse tasks within established 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, risk appetite, policies, laws, and regulations
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 organizational skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
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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