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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth and investment strategies, providing tailored advice to customers while achieving sales targets. Maintains compliance with regulatory requirements and possesses strong analytical and problem-solving skills to enhance customer experience.
Highest-signal resume keywords
Wealth ManagementInvestment StrategiesSales Target AchievementRisk Management & ComplianceCustomer Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Products KnowledgeBMO Investment / BMO InvestorLineCanadian Securities Course (CSC)IFIC CourseIIROC LicensedMarket AnalysisRegulatory ComplianceDocumentation ManagementCustomer Needs AssessmentOutbound Sales Calls
Soft Skills
Verbal CommunicationWritten CommunicationOrganizational SkillsCollaborationAnalytical SkillsProblem-Solving Skills
Certifications & Qualifications
Canadian Securities Course (CSC)IFIC CourseIIROC License
Industry Keywords
AMLTerrorist FinancingFCACPrivacy ActInvestment MarketsConsumer NeedsBest PracticesSales and ServiceCustomer ExperienceSuspicious Activity Reporting
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 aligned with their objectives
- Fulfill sales and service activities in accordance with approved procedures
- Identify and make referrals to other business groups as needed
- Make outbound customer calls and proactively identify opportunities to enhance customer experience
- Stay current on 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 unique investment needs and advise customers accordingly
- 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 activity related to money laundering
- Adhere to AML, terrorist financing, FCAC, Privacy Act, regulatory, and compliance requirements
- Analyze issues, determine next steps, and handle escalations from other employees
- Apply BMO’s Risk Management Framework and make sound, risk-informed decisions
Requirements
What you’ll need- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field of study desirable or 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
- Good verbal and written communication skills
- Good organizational skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
Benefits
Comp & perks- Commission structure may apply
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process