Base: $38,500.00 - $71,000.00; bonus/equity: may i...
2-3 years relevant experience
Advanced knowledge of investment process
Relevant investment industry licensing
The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning
Job Summary
The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning.
Candidates will expand business growth potential through telemarketing, outbound calls, and coordinating marketing activities.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
2-3 years relevant experience
Advanced knowledge of investment process
Relevant investment industry licensing
Strong verbal and written communication skills
Ability to resolve client complaints independently
Nice-to-have
Collaborative team player
Analytical and problem-solving mindset
Organizational and time management skills
Proactive in identifying business growth opportunities
Adaptable to strategic initiative implementation
Key Requirements
Post-secondary degree in related field
2-3 years of relevant experience
Relevant investment industry licensing for jurisdiction