Premium Advisor, Digital Investing, Bmo Advicedirect (bilingual, French And English)

BMO

QC, Canada
Base: $56,000.00 - $103,500.00; bonus/equity: may ...
Fully remote
Strong communication skills written and verbal
Robust knowledge of wealth management strategies
Experience managing client portfolios in various market conditions
This remote role allows candidates to work from home every day while delivering sound investment advice to clients

Job Summary

  • This remote role allows candidates to work from home every day while delivering sound investment advice to clients.
  • Advisors will leverage industry-leading recommendation engines to provide customized investment solutions and grow a book of assets.
  • The position offers a competitive salary range, performance-based incentives, and comprehensive benefits including health insurance and tuition reimbursement.

Matching Summary

This remote role allows candidates to work from home every day while delivering sound investment advice to clients.

Salary

Base: $56,000.00 - $103,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Strong communication skills written and verbal
  • Robust knowledge of wealth management strategies
  • Experience managing client portfolios in various market conditions
  • Understanding of industry regulations and standards
  • Ability to build long-term client relationships

Nice-to-have

  • Positive attitude reinforcing nothing is too small or big
  • Passion for financial services and helping Canadians invest smarter
  • Outstanding interpersonal skills relating to diverse individuals
  • Awareness of competitor offerings and trends

Key Requirements

  • Minimum 3-5 years of relevant professional experience
  • Bilingualism in French and English preferred
  • RR licensed or Canadian Securities Course completion required
  • CIM, CFA, or CFP accreditations preferred

Work Rights

Not specified

Tailored Resume

Cover Letter