Job Summary

• The role involves providing financial and investment planning advice to deliver solutions in the best interests of customers while selling managed products like mutual funds and retirement savings plans.
• Candidates are expected to implement business development strategies through outbound calling and cultivating branch referrals to acquire new business and grow loyalty.
• BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans alongside performance-based incentives.

Matching Summary

Salary

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

Skills & Requirements

Key Requirements

• 2-3 years relevant experience
• Post-secondary degree in related field
• Working towards Financial Planner licensing
• Good verbal and written communication skills

Work Rights