Wealth & Investment Advisor
BMO
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Benefits offered by this job
Job summary
BMO Financial Group is seeking a Wealth and Investment Advisor to understand client needs and provide tailored wealth and investment guidance. You will advise customers, manage inquiries, and pursue opportunities to expand relationships while maintaining compliance and confidentiality.
The role emphasizes staying informed about market trends, regulatory changes, and product offerings, with a focus on delivering value to customers and achieving sales targets within the bank's risk framework.
Qualifications
- Post-secondary degree desirable or equivalent experience.
- High school diploma or equivalent work experience.
- CSC/CIRO license preferred for Investment Representative role.
- CIRE & Derivatives exams to be completed within specified time to function fully.
Responsibilities
- Advises customers on wealth and investment strategies and products that meet objectives.
- Identifies opportunities and makes referrals to other business groups as needed.
- Stays current on industry trends, regulatory requirements and market conditions.
- Maintains confidentiality and adheres to AML, FCAC and Privacy Act provisions.
- Meets sales targets with a focus on relevant investment products.
- Escalates complex issues to senior staff as required.
Skills
Education
Tools
Job description
BMO Financial Group is seeking a Wealth and Investment Advisor to understand client needs and provide tailored wealth and investment guidance. You will advise customers, manage inquiries, and pursue opportunities to expand relationships while maintaining compliance and confidentiality.
The role emphasizes staying informed about market trends, regulatory changes, and product offerings, with a focus on delivering value to customers and achieving sales targets within the bank's risk framework.
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