Wealth & Investment Advisor — Mutual Funds

BMO; Saskatchewan; On-site; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a wealth advisor in Saskatchewan to understand客户 needs and deliver wealth and investment solutions. You will advise customers on strategies, complete transactions, and refer opportunities to related groups as appropriate.

You will stay informed about market trends, regulatory requirements, and BMO products, while meeting sales targets and maintaining client confidentiality. Training and career growth are supported.

Qualifications

• 2–3 years of relevant experience or equivalent education in wealth/investment services.
• CSC or IFIC or IIROC licensed or in progress.
• Basic knowledge of investment products and markets.
• Strong verbal and written communication; good organization and collaboration.

Responsibilities

• Advise customers on wealth and investment strategies and products to meet objectives.
• Meet sales targets with a focus on investment products and referrals.
• Handle inquiries, process documentation, and escalate complex cases as needed.
• Stay current on market trends, rules, and BMO product offerings.

Skills

Customer service

Sales targets

Communication

Analytical skills

Teamwork

Regulatory knowledge

Education

CSC/IFIC/IIROC licensed

High school diploma

Job description

BMO Financial Group is seeking a wealth advisor in Saskatchewan to understand客户 needs and deliver wealth and investment solutions. You will advise customers on strategies, complete transactions, and refer opportunities to related groups as appropriate.

You will stay informed about market trends, regulatory requirements, and BMO products, while meeting sales targets and maintaining client confidentiality. Training and career growth are supported.