Investment Specialist-mutual Funds, Investment Centre - Remote

BMO

Remote, ON, CA
Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Fully remote
Customer needs analysis for investments
Outbound sales calls to prospects
Knowledge of bmo investment products
BMO is seeking an Investment Specialist for mutual funds in a fully remote capacity. The role involves advising customers on investment strategies, achieving sales targets, and ensuring compliance with regulatory requirements

Job Summary

  • The role involves advising customers on wealth and investment strategies that meet their specific objectives while achieving sales targets.
  • Candidates must adhere to strict regulatory requirements including Anti-Money Laundering, Terrorist Financing reporting, and Privacy Act provisions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 85

BMO is seeking an Investment Specialist for mutual funds in a fully remote capacity. The role involves advising customers on investment strategies, achieving sales targets, and ensuring compliance with regulatory requirements.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Customer needs analysis for investments
  • Outbound sales calls to prospects
  • Knowledge of BMO investment products
  • Adherence to anti-money laundering rules
  • Market trends and product knowledge

Nice-to-have

  • Excellent verbal and written communication
  • Strong analytical and problem-solving skills
  • Collaboration and team-oriented mindset
  • Proactive approach to customer experience
  • Ability to handle escalations professionally

Key Requirements

  • 2-3 years relevant experience
  • Canadian Securities Course (CSC) or IFIC course
  • IIROC licensed as an Investment Representative
  • High school diploma or equivalent work experience

Work Rights

Not specified

Tailored Resume

Cover Letter