BMO Financial Group Investment Specialist, InvestorLine in Montreal, Quebec
2005-2015, rue Peel
Job Family Group:
Wealth Sales & Service
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 InvestorLine 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
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 https://jobs.bmo.com/ca/en.
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.