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

BMO

Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Fluent in french and english
Wealth and investment sales experience
Ability to work 8:00am to 6:00pm est
The role involves advising customers on wealth and investment strategies that meet their specific objectives while achieving sales targets

Job Summary

  • The role involves advising customers on wealth and investment strategies that meet their specific objectives while achieving sales targets.
  • Candidates must maintain confidentiality and adhere to strict regulatory requirements including Anti-Money Laundering and FCAC provisions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role involves advising customers on wealth and investment strategies that meet their specific objectives while achieving sales targets.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Fluent in French and English
  • Wealth and investment sales experience
  • Ability to work 8:00AM to 6:00PM EST

Nice-to-have

  • Strong analytical and problem-solving skills
  • Knowledge of competitive market trends
  • Collaborative team player

Key Requirements

  • 2-3 years relevant experience
  • Completed Canadian Securities Course (CSC)
  • CIRO Investment Representative license preferred
  • Post-secondary degree desirable

Work Rights

Not specified

Tailored Resume

Cover Letter