Relationship & Investment Advisor

BMO U.S.; Prince Edward Island; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks to fill a role providing investment-related guidance and exceptional client service across multiple channels. The role emphasizes compliance, risk management, and collaborative teamwork within a branch network in Canada.

Candidates should bring 2–3 years of relevant financial services experience and post-secondary education, with bilingual English/French preferred. Role includes ongoing training and a focus on individualized client experiences.

Qualifications

• 2–3 years of relevant experience with a related post-secondary degree desirable.
• Canada only: Registration to sell investment products completed.
• Experience with retail investments and lending products.
• Excellent verbal and written communication skills.

Responsibilities

• Provides professional support to Partners with inquiries, account openings, transfers, and ongoing maintenance.
• Delivers investment-related guidance and ensures compliance and operational excellence.
• Maintains knowledge of investment markets and promotions, integrating into conversations.

Skills

Interpersonal skills

Verbal & written communication

Analytical thinking

Problem solving

Team collaboration

Bilingual (French & English)

Education

Post-secondary degree in related field

Canada registration to sell investment products

Lending qualifications and designations

Job description

BMO Financial Group seeks to fill a role providing investment-related guidance and exceptional client service across multiple channels. The role emphasizes compliance, risk management, and collaborative teamwork within a branch network in Canada.

Candidates should bring 2–3 years of relevant financial services experience and post-secondary education, with bilingual English/French preferred. Role includes ongoing training and a focus on individualized client experiences.