Permanent position, 37.5h per week Schedule : Monday to Friday, between 8am and 5 : 30pm Location : 2015 Peel St., Montreal Function : Outbond calls
Do you want to be part of a top ranked online brokerage and help our clients achieve their financial success and life goals?
Do you want to accelerate your career by gaining intimate, hands-on exposure to the Wealth Industry? At BMO InvestorLine, we’re building a team of enthusiastic, dedicated investment professionals who can help us deliver a great client experience with every interaction.
At BMO, our clients are front and center in everything we do. After all, money is personal, and your investing service should be too.
In this role, you’ll get to know our business quickly, working with a diverse group of talented professionals in a dynamic environment.
Here, your ideas will be heard and your potential will always be recognized. You’ll develop key foundational skills that will set you on a successful path to build an exciting career within the Wealth Business.
Do you have what it takes to deliver an effortless experience for our client, every time?
As a BMO Investor Line Investment Specialist, you will :
Advocate for our clients to ensure they get to where they need to go with as little effort as possible. This could mean;
opening accounts, supporting transfers, processing trades, showing client how to self-serve on an award winning platform.
Participate in exceptional training and become an IIROC licensed Investment Representative with Options
Be a valued team member; we will invest in you and your education in becoming fully licensed for the role
Receive dedicated coaching, leadership support and thrive in a learning environment
Have the opportunity to participate in special projects and other ad hoc work assignments
Contribute to the success of a strong team with a sense of purpose
Resolve client challenges and report any discrepancies to the Assistant Manager or Manager, Investment Specialist Team
Ensure adherence to IIROC rules and regulations
Discover, recognize and act upon opportunities to help our clients achieve their financial goals and expand our business relationships
Establish and enhance BMO’s presence in the community by participating in local events and charitable activities such as our United Way campaign, Days of Caring and Walk So Kids Can Talk
Bring your passion for customer service, along with :
A positive, enthusiastic attitude, with strong people skills
Strong analytical, problem solving and communication skills
Flexibility, adaptability and ability to work in a fast-paced environment
A University or College diploma / degree or equivalent experience
A Valid Canadian Securities Course (CSC) (i.e. successful completion within the last 3 years or extension through the IIROC program) is highly recommended
Knowledge of industry regulations & standards