This client-focused role involves managing and growing client relationships through service and advice, assessing individual investment needs to provide customized advice
Job Summary
This client-focused role involves managing and growing client relationships through service and advice, assessing individual investment needs to provide customized advice.
Develops and retains long-term client relationships by building trust, educating clients on investment strategies, risks, and performance expectations to help them achieve financial goals.
BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
This client-focused role involves managing and growing client relationships through service and advice, assessing individual investment needs to provide customized advice.
Salary
Base: $42,500.00 - $78,900.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Client relationship management
Investment advice and sales
Financial goal achievement
Risk assessment and education
Portfolio review execution
Nice-to-have
Proactive business development
Community networking
Creative problem solving
Data analysis and visualization
Key Requirements
Minimum 5 years relevant experience
Canadian Securities Course & Conduct and Practices Handbook knowledge