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Senior Investment Professional
Il y a 2 mois
Job Summary:
We are seeking a highly skilled Senior Investment Professional to join our team at the Bank of Montreal. As an Investment Specialist, you will play a key role in providing wealth and investment-related sales and service to our customers and prospects.
Key Responsibilities:
- Provide exceptional customer service and support to clients and team members, both within and outside the province of Quebec.
- Advise customers on wealth and investment strategies and products that meet their objectives, leveraging your knowledge of BMO Investment and BMO InvestorLine products and services.
- Conduct thorough needs assessments to understand customer requirements and provide tailored solutions.
- Meet or exceed sales targets by effectively promoting relevant investment products and services.
- Escalate complex or unresolved customer situations to senior managers as needed, ensuring timely and effective resolution.
- Stay up-to-date on market trends, practices, and developments, applying this knowledge to provide informed advice and guidance to customers.
- Integrate marketing promotions and programs into customer conversations, where appropriate, to drive business growth and customer engagement.
- Maintain the confidentiality of customer and Bank information, adhering to strict data protection protocols.
- Possess a deep understanding of Canadian securities regulations and practices, with a valid Canadian Securities Course (CSC) or IFIC course/IIROC license as an Investment Representative.
Requirements:
- Fluency in both French and English, with the ability to communicate effectively in both languages.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Excellent interpersonal and communication skills, with the ability to build strong relationships with customers and colleagues.
- Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
- Strong business acumen, with a deep understanding of financial markets, products, and services.
