Advisor, Bmo Smartfolio Wfh

BMO

Remote, ON, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: commi...
Fully remote
Client relationship building
Investment needs assessment
Sales and service activities
This is a remote role meaning you will be working at home everyday!

Job Summary

  • This is a remote role meaning you will be working at home everyday!
  • The SmartFolio advisor is responsible to primarily support clients in the inbound call queue.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This is a remote role meaning you will be working at home everyday!

Salary

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

Skills & Requirements

Must-have

  • Client relationship building
  • Investment needs assessment
  • Sales and service activities
  • Inbound call queue support

Nice-to-have

  • Helping Canadians invest smarter
  • Learning financial situations
  • Educating clients on goals
  • Making a difference in lives

Key Requirements

  • Minimum of four (4) years of relevant industry experience
  • Post-secondary degree or diploma
  • Completed core proficiency components for IR licensing
  • Canadian Securities Course (CSC)
  • Conduct & Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)

Work Rights

Not specified

Tailored Resume

Cover Letter