Investment Advisor, Nesbitt Burns

BMO

Brossard, Quebec, Canada
Pyy type: commission; base: not specified; bonus/e...
Business development and client expansion
Client relationship management
Investment strategy development
The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long-term relationships and growing assets under management

Job Summary

  • The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long-term relationships and growing assets under management.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

Matching Summary

The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long-term relationships and growing assets under management.

Salary

Pay Type: Commission; Base: Not specified; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Business development and client expansion
  • Client relationship management
  • Investment strategy development
  • Risk management framework adherence
  • Proactive selling and marketing techniques

Nice-to-have

  • Building long-term relationships
  • Exceptional client experience delivery
  • Collaborative team environment
  • Data-driven decision making

Key Requirements

  • 5 - 10 years of relevant experience
  • Fluency in Mandarin (spoken and written)
  • Proficiency in French and English
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter