Investment Specialist, Bmo Investorline Remote

BMO Financial Group

Virtual, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: commi...
Fully remote
Wealth and investment sales experience
Outbound calling to prospects
Understanding customer investment needs
The role involves advising customers on wealth and investment strategies while fulfilling sales activities in accordance with approved procedures

Job Summary

  • The role involves advising customers on wealth and investment strategies while fulfilling sales activities in accordance with approved procedures.
  • Employees must stay abreast of consumer needs, industry trends, and the regulatory environment including Anti-Money Laundering requirements.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

The role involves advising customers on wealth and investment strategies while fulfilling sales activities in accordance with approved procedures.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: Commission structure possible; Benefits: Health, tuition reimbursement, retirement plans

Skills & Requirements

Must-have

  • Wealth and investment sales experience
  • Outbound calling to prospects
  • Understanding customer investment needs
  • Adherence to regulatory requirements
  • Risk management framework application

Nice-to-have

  • Knowledge of competitive market trends
  • Strong verbal and written communication
  • Collaboration and team skills
  • Analytical and problem solving abilities

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Canadian Securities Course (CSC) preferred
  • CIRO Investment Representative license required
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter