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
Make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products
Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products
Provide professional quality sales and service for customer and prospect inquiries, issues and requests
Achieve sales targets with a focus on relevant investment products
Maintain current knowledge of investment markets, practices, and trends

Typically between 2
3 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
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
Some understanding of Risk Management & Compliance
Specialized knowledge

Investment Specialist – Mutual Funds

Key skills