Investment Specialist

Responsibilities

• Provide financial and investment planning advice to deliver solutions in the best interests of customers
• Proactively engage with new and existing customers through needs-based assessments to grow loyalty
• Implement business development strategies, including outbound calling and cultivating branch referrals
• Identify opportunities to generate referrals for personal and commercial banking products
• Support the achievement of sales and performance targets through effective service and transaction support
• Introduce clients to investment strategies and assist them in setting financial goals
• Work towards Financial Planner accreditation and complete associated requirements within a 12-24 month timeframe
• Maintain current knowledge of personal investment products, practices, and industry trends
• Protect the Bank's assets by complying with all regulatory, legal, and ethical requirements

Requirements

• 2-3 years of relevant experience in a financial services environment
• Post-secondary degree in a related field of study or an equivalent combination of education and experience
• Working towards the regulatory/governing body licensing and registration requirements of a Financial Planner
• Strong working knowledge of the financial industry
• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• Proven organizational, collaboration, and teamwork skills

Benefits

• Competitive salary and total compensation package
• Performance-based incentives and discretionary bonuses
• Health insurance and life insurance
• Tuition reimbursement
• Retirement savings plans

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.