Investment Specialist providing wealth management and investment support remotely at BMO. Focused on delivering client-centric advice and building strong relationships while working from home.
Responsibilities
Support customers in the inbound call queue at the BMO Investment Centre
Build meaningful customer relationships and deliver an amazing customer experience
Provide wealth and investment-related sales and service to BMO customers
Support customers through onboarding of new accounts and investment transactions
Ensure customers are setup with appropriate investment products and services
Requirements
Typically between 1 and 3 years of relevant professional experience
Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
Good knowledge and understanding of the competitive marketplace trends and product offerings
Some knowledge and understanding of industry regulations and standards
Excellent communication, organizational, time management, and listening skills
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