Remote Wealth & Investment Advisor

BMO; United States; À distance; USD 41 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Financial Group seeks an Investment Sales & Service Associate to advise customers on wealth strategies and investment products, while delivering high-quality service. Responsibilities include identifying opportunities, meeting sales targets, and coordinating with internal groups on customer needs.

The role emphasizes staying current with market trends, regulatory requirements, and product offerings, with a strong focus on customer confidentiality and compliant operations.

Qualifications

• Typically 2-3 years of relevant experience or equivalent education.
• High school diploma or equivalent.
• Knowledge of market trends and BMO Investment/BMO InvestorLine products.
• CSC/CIRO licensed as Investment Representative preferred; regulatory exams to be completed.
• Some understanding of Risk Management & Compliance.
• Verbal & written communication skills in English; Mandarin/Cantonese preferred.
• Organizational and collaborative skills; analytical problem-solving considered essential.

Responsabilités

• Understand customer needs and provide wealth/investment-related sales and service.
• Advise on investment strategies and products meeting customer objectives.
• Proactively identify opportunities and refer to other groups as needed.
• Achieve sales targets with focus on relevant investment products.
• Maintain knowledge of investments, markets, and regulatory requirements.
• Ensure accurate documentation of customer interactions and maintain confidentiality.

Connaissances

Verbal & written communication

Analytical skills

Organization skills

Collaboration

Problem solving

Product knowledge (BMO Investment/BI)

Risk awareness

Market knowledge

Regulatory understanding

Formation

Post-secondary degree in related field

Canadian Securities Course (CSC)

CIRO license (Investment Representative)

Description du poste

BMO Financial Group seeks an Investment Sales & Service Associate to advise customers on wealth strategies and investment products, while delivering high-quality service. Responsibilities include identifying opportunities, meeting sales targets, and coordinating with internal groups on customer needs.

The role emphasizes staying current with market trends, regulatory requirements, and product offerings, with a strong focus on customer confidentiality and compliant operations.