Investment Specialist

Bank of Montreal

Unknown, Unknown, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
**
2-3 years relevant experience
Post-secondary degree in related field
Strong verbal and written communication skills
** The Bank of Montreal is seeking an Investment Specialist to provide financial and investment planning services while driving business development through customer engagement. The ideal candidate will have 2-3 years of relevant experience and be working towards regulatory licensing, with strong communication and analytical skills. **

Job Summary

  • The role involves providing financial and investment planning advice to deliver solutions in the best interests of customers.
  • Employees are expected to implement business development strategies to acquire new business through outbound calling and cultivating branch referrals.
  • The position offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Match Score: 75

** The Bank of Montreal is seeking an Investment Specialist to provide financial and investment planning services while driving business development through customer engagement. The ideal candidate will have 2-3 years of relevant experience and be working towards regulatory licensing, with strong communication and analytical skills. **

Salary

Base: $38,500.00 - $71,000.00; 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

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Strong verbal and written communication skills
  • Good analytical and problem-solving skills
  • Knowledge of personal investment products

Nice-to-have

  • Proactive customer engagement abilities
  • Team collaboration and support skills
  • Commitment to regulatory compliance
  • Interest in developing into Financial Planner role

Key Requirements

  • Working towards Financial Planner licensing requirements
  • 2-3 years of relevant industry experience
  • Post-secondary degree or equivalent combination of education and experience

Work Rights

Not specified

Tailored Resume

Cover Letter