Investment Specialist

BMO Financial Group

Not specified
Base: $36,600.00 - $67,500.00; bonus/equity: not s...
Financial industry knowledge
Customer engagement skills
Sales and service support
The role involves providing financial and investment planning advice to customers

Job Summary

  • The role involves providing financial and investment planning advice to customers.
  • You will engage with clients to identify needs and generate referrals for banking products.
  • BMO offers a supportive environment with opportunities for growth and development.

Matching Summary

The role involves providing financial and investment planning advice to customers.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • financial industry knowledge
  • customer engagement skills
  • sales and service support

Nice-to-have

  • collaboration and team skills
  • analytical and problem solving skills
  • good communication skills

Key Requirements

  • 2-3 years of relevant experience
  • post-secondary degree in related field
  • working towards Financial Planner licensing

Work Rights

Not specified

Tailored Resume

Cover Letter