Investment Specialist, Bmo Investorline Remote

BMO

Remote, , Canada
Base: $36,600.00 - $67,500.00; bonus/equity: commi...
Fully remote
Understand customer needs
Advise on investment strategies
Fulfill sales and service activities
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.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • Understand customer needs
  • Advise on investment strategies
  • Fulfill sales and service activities
  • Proactive outbound calls
  • Maintain market knowledge
  • Achieve sales targets

Nice-to-have

  • Enhance customer experience
  • Integrate marketing promotions
  • Risk Management Framework application
  • Boldly Grow the Good purpose

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Canadian Securities Course (CSC) preferred
  • CIRO licensed as an Investment Representative preferred
  • Canadian Investment Regulatory Exam (CIRE) required
  • Derivatives Exam required
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter