Customer Support Advisor, Bmo Investorline

BMO

Remote, ON, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: commi...
Fully remote
Wealth and investment strategies
Customer needs analysis
Sales targets achievement
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects

Job Summary

  • Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
  • Achieves sales targets with a focus on relevant investment products.
  • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements.

Matching Summary

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • wealth and investment strategies
  • customer needs analysis
  • sales targets achievement
  • regulatory and compliance adherence
  • money laundering reporting

Nice-to-have

  • knowledge of competitive marketplace
  • integrates marketing promotions
  • professional quality sales and service

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree desirable
  • High school diploma or equivalent
  • Working towards CIRE via CIRO preferred
  • Strong English and Mandarin/Cantonese skills

Work Rights

Not specified

Tailored Resume

Cover Letter