Job Summary

• Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service.
• Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals.
• Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.

Matching Summary

Salary

Base: $42,500.00 - $78,900.00; Bonus/Equity: Discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Key Requirements

• Minimum 5 years of relevant experience
• Licensing and certification requirements
• In-depth verbal & written communication skills
• In-depth collaboration & team skills
• In-depth analytical and problem solving skills
• In-depth influence skills

Work Rights