Investment Specialist - Bmo Investorline (bilingual - French And English)

BMO

Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
Fully remote
Customer needs analysis
Investment strategies and products
Sales and service activities
Advises customers on wealth and investment strategies and products that meet customer’s objectives

Job Summary

  • Advises customers on wealth and investment strategies and products that meet customer’s objectives.
  • Achieves sales targets with a focus on relevant investment products.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Advises customers on wealth and investment strategies and products that meet customer’s objectives.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Customer needs analysis
  • Investment strategies and products
  • Sales and service activities
  • Proactive outbound calls
  • Regulatory and compliance adherence

Nice-to-have

  • Enhance customer experience
  • Broader work accountabilities
  • Learning from differences

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • High school diploma or equivalent
  • Canadian Securities Course (CSC) preferred
  • CIRO licensed as Investment Representative preferred
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter