Bilingual Investorline

Overview

This role provides wealth and investment-related sales and service to customers or prospects. Responsibilities include advising clients on wealth and investment strategies and products aligned to their objectives, completing required sales and service activities using approved procedures, and making referrals to other business groups as needed.

Responsibilities

• Understand customer needs and advise clients through their unique investment needs.
• Provide professional quality sales and service for customer and prospect inquiries, issues, and requests.
• Achieve sales targets with a focus on relevant investment products.
• Manage transactional outcomes of customer contacts or refer to appropriate internal business groups.
• Make outbound calls to customers and proactively identify opportunities to enhance customer experience.
• Stay current on consumer needs, industry trends, best practices, and the regulatory environment related to products and services.
• Escalate complex or unresolved customer situations to senior managers as required.
• Complete required documentation after customer interactions to ensure requests are accurately processed.
• Maintain current knowledge of investment markets, practices, and trends and integrate insights into customer conversations.
• 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 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
  • Privacy Act provisions
• Complete complex and diverse tasks within given rules/limits, which may include handling escalations from other employees.
• Analyze issues and determine next steps.
• Apply the Risk Management Framework in the execution of the role, aligning with the organization’s Risk Culture and approved Risk Appetite to make sound, 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.

Qualifications

• Typically 2 - 3 years of relevant experience and 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 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.
• Verbal & written communication skills – Good.
• Organization skills – Good.
• Collaboration & team skills – Good.
• Analytical and problem-solving skills – Good.

Preferred Qualifications

• Specialized knowledge.

Compensation & Benefits

• Salary: $40,500.00 - $80,000.00
• Pay Type: Salaried

Additional details:

• Salaries vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
• Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
• For commission roles, the salary listed above represents the expected target for the first year in this position.
• Total compensation may include performance-based incentives and discretionary bonuses, as well as other perks and rewards.
• Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans are available.

Location

VIRTUAL59 - REMOTE/TELETRAVAIL - ON