Investment Specialist

BMO U.S.

. Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects .

Posted 11/6/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth and investment strategies, with a strong focus on achieving sales targets and providing exceptional customer service. Maintains compliance with regulatory requirements while effectively analyzing customer needs and market trends.

Highest-signal resume keywords

Wealth And Investment StrategiesSales Target AchievementCanadian Securities Course (CSC)Risk Management And ComplianceBMO Investment Products Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Product KnowledgeSales And Service ActivitiesCustomer Needs AnalysisDocumentation CompletionMarket Trend Monitoring

Soft Skills

Verbal Communication SkillsWritten Communication SkillsOrganizational SkillsCollaboration SkillsAnalytical Problem-Solving Skills

Certifications & Qualifications

IFIC CourseIIROC License

Industry Keywords

AML/ATF CompliancePrivacy ActRisk Management FrameworkInvestment MarketsCustomer Experience Enhancement

About the role

Key responsibilities & impact

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 their objectives
Fulfill sales and service activities in accordance with approved procedures
Identify and make referrals to other business groups as needed
Make outbound calls and proactively identify opportunities to enhance customer experience with suitable investment products
Monitor consumer needs, industry trends, best practices, and regulatory requirements
Provide professional-quality sales and service for customer and prospect inquiries, issues, and requests
Probe to understand customer needs and advise them on unique investment needs
Achieve sales targets focused on relevant investment products
Manage transactional outcomes or refer matters to appropriate internal business groups
Escalate complex or unresolved customer situations to senior managers
Complete required documentation after customer interactions
Maintain current knowledge of investment markets, practices, and trends
Integrate marketing promotions and programs into customer conversations where appropriate
Maintain confidentiality of customer and Bank information
Identify and report suspicious patterns related to money laundering
Adhere to AML/ATF, FCAC, Privacy Act, risk management, compliance, and other regulatory requirements
Complete complex and diverse tasks and handle escalations from other employees
Analyze issues and determine next steps
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations

Requirements

What you’ll need

Typically between 2–3 years of relevant experience
Post-secondary degree in a related field of study desirable or an equivalent combination of education and experience
High school diploma or equivalent work experience
Knowledge of competitive marketplace trends and product offerings
Knowledge of BMO Investment / BMO InvestorLine products and services
Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
Some understanding of Risk Management & Compliance
Specialized knowledge
Good verbal and written communication skills
Good organization skills
Good collaboration and team skills
Good analytical and problem-solving skills

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Accommodations available on request during the selection process