Digital Communication Specialist, Investorline

2465 Argentia Rd Mississauga Ontario,L5N 0B4

Language Requirements for the role: French and English

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.

• *Job description**:
• Respond to a variety of written client inquiries and requests collaborating with appropriate business partners.
• Sound knowledge of spelling, grammar and punctuation.
• A sharp eye for detail and the ability to concentrate for long periods of time.
• Organizational and time-management skills to meet deadlines
• To work neatly and accurately.
• Achieves sales targets with a focus on relevant investment products.
• May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing assistance.
• Availability to take inbound calls as back up.
• Ability to effectively communicate and follow through with client’s requests.
• Provide concise, accurate information and guidance.
• Probes to understand customer needs and advises them through their unique investment needs.
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
• Escalates complex or unresolved customer situations to senior managers or appropriate department 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.
• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• 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.
• Completed Canadian Securities Course (CSC) / IIROC licensed as an Investment Representative or working towards completing the courses.
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills - Excellent
• Organization skills - Excellent
• Collaboration & team skills - Excellent
• Analytical and problem solving skills - Good.
• *Qualifications**
• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• French language skills required.
• 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.
• Completed or working towards Canadian Securities Course (CSC) CPH, DFOL / Investment Representative courses.
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills - Excellent
• Organization skills - Excellent
• Collaboration & team skills - Excellent
• Analytical and problem solving skills - Good.
• *We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.