Mutual Funds Representative, Virtual, Bilingual - New or Recent Graduate

BMO

4d•Remote

About The Position

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 customer’s objectives. Fulfill sales and service activities for the customer in accordance with approved procedures. Identify and make referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provide professional quality sales and service for customer and prospect inquiries, issues and requests. Probe to understand customer needs and advise them through their unique investment needs. Achieve sales targets with a focus on relevant investment products. Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups. Escalate complex or unresolved customer situations to senior managers as required. Perform any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner. Integrate marketing promotions and programs into customer conversations where appropriate. Maintain the confidentiality of customer and Bank information. Identify and report suspicious patterns of activity that are suspected to be related to money laundering. Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyze issues and determine next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

Typically between 0 - 2 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.
To complete Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative when joining BMO.
Some understanding of Risk Management & Compliance.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Fluent in French and English.

Responsibilities

Understand customer needs and provide wealth and investment-related sales and service.
Advise customers on wealth and investment strategies and products.
Fulfill sales and service activities.
Identify and make referrals to other business groups.
Make outbound calls to customers and proactively look for opportunities.
Provide professional quality sales and service for customer and prospect inquiries, issues and requests.
Probe to understand customer needs and advise them through their unique investment needs.
Achieve sales targets with a focus on relevant investment products.
Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups.
Escalate complex or unresolved customer situations to senior managers.
Perform required documentation after completed customer interactions.
Maintain current knowledge of investment markets, practices, and trends.
Integrate marketing promotions and programs into customer conversations.
Maintain the confidentiality of customer and Bank information.
Identify and report suspicious patterns of activity related to money laundering.
Adhere to regulatory and compliance requirements.
Complete complex & diverse tasks within given rules/limits.
Analyze issues and determine next steps.
Take measured risks while protecting the bank by applying our Risk Management Framework.