Job Description
Note: The job is a remote job and is open to candidates in USA. BMO is a financial services company committed to creating positive change for customers and communities. They are seeking a Customer Support Advisor to provide wealth and investment-related sales and service, advising customers on strategies and products that meet their objectives. Responsibilities 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 Provides professional quality sales and service for customer and prospect inquiries, 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 Completes complex & diverse tasks within given rules/limits Analyzes issues and determines next steps; escalates as required Broader work or accountabilities may be assigned as needed Skills Typically between 1 – 2 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 Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO Strong verbal and written language skills in both English and Mandarin and/or Cantonese Some understanding of Risk Management & Compliance Basic specialized knowledge Verbal & written communication skills - Good Organization skills - Good Collaboration & team skills - Good Analytical and problem solving skills - Good Benefits Health insurance Tuition reimbursement Accident and life insurance Retirement savings plans Company Overview We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is