Investment Specialist, Bmo Investorline (new Or Recent Grad) Wfh

BMO

Virtual, CA
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
Fully remote
Wealth and investment sales experience
Customer needs analysis skills
Sales target achievement capability
The role involves advising customers on wealth and investment strategies while meeting specific sales targets for relevant products

Job Summary

  • The role involves advising customers on wealth and investment strategies while meeting specific sales targets for relevant products.
  • Candidates must adhere to strict regulatory requirements including Anti-Money Laundering and Financial Consumer Agency of Canada provisions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

The role involves advising customers on wealth and investment strategies while meeting specific sales targets for relevant products.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure possible; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Wealth and investment sales experience
  • Customer needs analysis skills
  • Sales target achievement capability
  • Regulatory compliance adherence
  • Risk management framework application

Nice-to-have

  • Strong verbal and written communication
  • Proactive opportunity identification
  • Team collaboration and problem solving
  • Knowledge of competitive market trends

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Canadian Securities Course (CSC) preferred
  • CIRO Investment Representative license required
  • Completion of CIRE and Derivatives Exam

Work Rights

Not specified

Tailored Resume

Cover Letter