Advisor, Digital Investing, Bmo Smartfolio

5 months ago

Quebec City, Canada BMO Financial Group Full time

VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0

Language Requirements for role: Strong verbal and written language skills in both French and English

Certifications: Must have completed Canadian Securities Course (CSC)

Work from home

Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)

**Advisor, BMO **SmartFolio** (Bilingual - French and English) WFH**
- Are _y_ou _r_eady to _b_uild _y_our _c_areer in the _i_nvestments _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_ Whether you are new to _w_ealth _m_anagement or already have experience, our contact center is the right place for you_

**Website**: BMO SmartFolio

**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 enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.

**Responsibilities**

Breaking the mold of a traditional contact centre environment, the SmartFolio 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 advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures.

**Qualifications**
- A minimum of 1 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 ETFs
- Familiarity with common wealth management strategies and their relative strengths and weaknesses
- 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)

This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**We’re here to help**

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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