Wealth & Investment Advisor - Mutual Funds

BMO

British Columbia

On-site

CAD 37,000 - 70,000

Full time

7 hours ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a Wealth and Investment Representative to advise customers on investment strategies and meet their objectives while delivering sales and service. You will stay current with market trends and perform referrals while maintaining confidentiality and regulatory compliance.

Required 2-3 years of experience with a post-secondary degree and CSC/IFIC or IIROC licensing; Monday–Friday EST hours.

Qualifications

Typically between 2-3 years of relevant experience and a post-secondary degree in related field.
Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
Knowledge of BMO Investment / BMO InvestorLine products and services.
Some understanding of Risk Management & Compliance.

Responsibilities

Understand customer needs and provide wealth and investment-related sales and service.
Advise customers on wealth and investment strategies and products that meet customer’s objectives.
Fulfils sales and service activities for the customer in accordance with approved procedures.
Identifies and makes referrals to other business groups as needed.
Probes to understand customer needs and advises them through their unique investment needs.
Achieves sales targets with a focus on relevant investment products.