Senior Associate-IC Direct Investing

BMO•VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO, ON

23h•Remote

About The Position

Are you ready to build your career in the investment industry while working from home? Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. Whether you are new to Wealth Management or already have experience, our contact center is the right place for you! You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision. You love interacting with people and are passionate about helping Canadians invest smarter. You have a passion for investments and stay up-to-date on the latest market news. You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them. You enjoy learning about a customers financial situation, as well as educating and helping people to meet their financial goals. Your positive attitude reinforces that nothing is too small (or too big) for you to achieve. Breaking the mold of a traditional contact centre environment, the Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre. A successful Investment Specialist will invoke trust and build meaningful customer relationships – delivering an amazing customer experience; no matter what obstacles you face You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects. This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures.

Requirements

1 to 3 years of relevant professional experience.
Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course.
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.
Resilient, passionate, and curious.

Nice To Haves

Bilingualism is a strong asset, French and English.
Bilingualism English and Cantonese or Mandarin will be considered an asset as well.

Responsibilities

Support customers in the inbound call queue at the BMO Investment Centre.
Invoke trust and build meaningful customer relationships.
Deliver an amazing customer experience.
Become an expert in understanding customer needs.
Provide wealth and investment-related sales and service to BMO customers or prospects.
Support customers through onboarding of new accounts.
Process Mutual Fund and Term investment transactions.
Review customer goals and objectives to ensure they are set up with appropriate investment products and services.
Fulfill sales and service activities in accordance with approved procedures.