Premium Advisor, Digital Investing, Bmo Advicedirect (bilingual, French And English)

BMO Financial Group

Quebec, Canada
Base: $56,000.00 - $103,500.00; bonus/equity: may ...
Fully remote
3-5 years relevant professional experience
Robust knowledge of wealth management strategies
Comprehensive understanding of client needs segmentation
This is a fully remote role allowing you to work from home every day without commuting

Job Summary

  • This is a fully remote role allowing you to work from home every day without commuting.
  • Advisors will leverage industry-leading recommendation engines to build strong client relationships and grow assets.
  • The position offers a competitive salary range of $56,000.00 to $103,500.00 plus potential commission and comprehensive benefits.

Matching Summary

This is a fully remote role allowing you to work from home every day without commuting.

Salary

Base: $56,000.00 - $103,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant professional experience
  • Robust knowledge of wealth management strategies
  • Comprehensive understanding of client needs segmentation

Nice-to-have

  • Strong track record of building long-term relationships
  • Positive attitude with attention to detail
  • Ability to relate to a wide variety of individuals

Key Requirements

  • Minimum 3-5 years of relevant professional experience
  • RR licensed or Canadian Securities Course completion
  • Bilingualism in French and English preferred
  • CIM, CFA, or CFP accreditation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter