Investment Specialist - BMO Investorline (Bilingual in French and English) WFH

Responsibilities

• May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing 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 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 proc...