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BMO Financial Group Five Star Investment Specialist- BMO Investorline in Mississauga, Ontario


2005-2015, rue Peel

Job Family Group:

Wealth Sales & Service

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides 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.


  • Delivers exceptional customer service that builds trust through expertise, responsive service and support.

  • Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.

  • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providng 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 subject matter expertise relating to product knowledge, processes, and operating systems.

  • Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.

  • Executes performance plans and provides feedback to employees and managers on progress towards desired behaviours/results.

  • Develops and executes short term tactics/plans to drive specific behaviours, activities and results.

  • Provides professional quality sales and service for customer and prospect inquires, 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.

  • Focus may be on a business/group.

  • Thinks creatively and proposes new solutions.

  • Exercises judgment to identify, diagnose, and solve problems within given rules.

  • Works mostly independently.

  • Broader work or accountabilities may be assigned as needed.

  • Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.

  • Knowledge of competitive market place trends and product offerings.

  • Knowledge of BMO Investment / BMO InvestorLine products and services.

  • Completed Canadian Securities Course (CSC)

  • Completed CPH Course (CPH)

  • Completed Derivatives Fundamental Course (DFOL)

  • Ability to be IIROC licensed as an Investment Representative with Options.

  • Some understanding of Risk Management & Compliance.

  • Specialized knowledge from education and/or business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

  • Specialized knowledge from education and/or business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

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.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.