Investment Specialist, Trilingual (Mandarin, Cantonese)

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

108 days ago

Salary

$36.6K - $67.5K / year

Seniority

Mid Level

High School2 yrs expExperience acceptedEnglishChinese

Job Description

Investment Specialist, Trilingual (Mandarin, Cantonese)

BMO U.S.

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. • Advises customers on wealth and investment strategies and products that meet customer’s objectives. • Fulfills sales and service activities for the customer in accordance with approved procedures. • Identifies and makes referrals to other business groups as needed. • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. • Provides professional quality sales and service for customer and prospect inquiries, issues and requests. • Probes to understand customer needs and advises them through their unique investment needs. • Achieves sales targets with a focus on relevant investment products. • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. • Escalates complex or unresolved customer situations to senior managers as required. • Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. • Integrates marketing promotions and programs into customer conversations where appropriate. • Maintains the confidentiality of customer and Bank information. • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. • Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed.

Job Requirements

  • 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
  • Must be fluent in written and spoken English, Mandarin & Cantonese
  • 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
  • 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.

Benefits

  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans

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