Investment specialist, bmo investorline
Job description
Advises customers on wealth and investment strategies and products to meet their objectives while fulfilling sales and service activities in accordance with approved procedures. Identifies customer needs, makes referrals to other business groups, and stays abreast of industry trends and regulatory requirements.
Hard requirements
- Typically between 2 - 3 years of relevant experience
- Post-secondary degree in related field of study desirable or equivalent combination of education and experience
- High school diploma or equivalent work experience
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
- Knowledge of competitive marketplace trends and product offerings
- Knowledge of BMO Investment / BMO InvestorLine products and services
Pay & benefits
- Salary: $40,500.00 - $80,000.00
- Pay Type: Salaried
- May include a commission structure for commission roles
- Performance-based incentives, discretionary bonuses, and other perks and rewards
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Work format
- Schedule: 8:00AM to 6:00PM EST, Monday to Friday
- Hours: 37.5 hours per week
- Employment Type: Salaried
- Location Type: Virtual / Remote / Teletravail
Work location