Advisor, Bmo Advicedirect
1 week ago
VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO XXXXX Quebec,X0X 0X0
**Language requirements for the role**: Strong verbal and written languages skills in both French and English
**Virtual/WFH**
Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
- Are _y_ou _r_eady to _b_uild _y_our _c_areer in the _i_nvestme_n_ts _i_ndustry while _w_orking _f_rom _h_ome?_
- Yes, you read that right. This is a _r_emote _r_ole meaning you will be working at home _everyday_ Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO._
- Whether you are new to Wealth Management or already have experience, our contact center is the right place for you_
**Website**:**BMO adviceDirect
**Who you are?**
You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision.
You love interacting with people and are passionate about helping Canadians invest smarter.
You have a passion for investments and stay up-to-date on the latest market news.
You understand what it is like to be a client and appreciate going above and beyond the call of duty to help people and solve to help them.
You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.
Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.
**Responsibilities**
Breaking the mold of a traditional contact centre environment, the adviceDirect advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as onboarding, account access, various trade orders, investment strategies, suitability conversations etc. Advisors will also be required to fulfill sales and service activities for the clients in accordance with approved procedures.
**Qualifications**
- A minimum of 2 years of relevant professional experience
- Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
- Knowledge of equity, mutual funds, GICs, HISAs, ETFs and bonds.
- Robust knowledge and familiarity with commonwealth management strategies and their relative strengths and weaknesses
- Comprehensive knowledge and understanding of client need by segmentation
- In-depth knowledge and understanding of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills.
- Bilingualism strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset.
- Industry Accreditations or working towards preferred (CIM, CFA, CFP)
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
**Salary**:
$44,500.00 - $82,500.00
**Pay Type**:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
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