Investment Specialist

BMO

Winnipeg, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Financial and investment planning
Sales of managed financial products
Customer needs assessment
BMO is driven by a shared Purpose to boldly grow the good in business and life, creating lasting positive change for customers, communities, and people

Job Summary

  • BMO is driven by a shared Purpose to boldly grow the good in business and life, creating lasting positive change for customers, communities, and people.
  • The role involves proactively engaging with customers to provide needs-based financial advice, implement business development strategies, and support achievement of sales and performance targets.
  • BMO offers a comprehensive compensation package including salary, performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

BMO is driven by a shared Purpose to boldly grow the good in business and life, creating lasting positive change for customers, communities, and people.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Sales of managed financial products
  • Customer needs assessment
  • Business development strategies
  • Referral generation
  • Regulatory compliance
  • Risk management framework application

Nice-to-have

  • Collaboration and team skills
  • Analytical and problem solving skills
  • Verbal and written communication skills
  • Organization skills
  • Community relationship building
  • Continuous learning and accreditation

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree or equivalent
  • Working towards Financial Planner licensing
  • Knowledge of financial industry
  • Regulatory and governing body registration

Work Rights

Not specified

Tailored Resume

Cover Letter