Advises customers on wealth and investment strategies and products that meet customer’s objectives.
Provides professional quality sales and service for customer and prospect inquiries, issues, and requests.
Achieves sales targets with a focus on relevant investment products.
Engages in sales and service activities for the customer in line with approved procedures.
Identifies and reports suspicious patterns of activity that are potentially related to money laundering.

Typically between 2
3 years of relevant 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
Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred
Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role
Some understanding of Risk Management & Compliance.

Investment Specialist, English, Mandarin, Cantonese

Key skills