Investment Specialist

3 weeks ago

Saskatchewan, Canada BMO Full time
Job Summary

We are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing exceptional customer service and wealth management solutions to our clients.

Key Responsibilities
  • Provide personalized investment advice and guidance to clients to help them achieve their financial goals.
  • Develop and maintain strong relationships with clients to understand their needs and preferences.
  • Stay up-to-date with market trends and product offerings to provide informed advice to clients.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
  • Meet or exceed sales targets and revenue goals.
Requirements
  • Typically 2-3 years of experience in a related field, such as financial services or wealth management.
  • Post-secondary degree in a related field, such as finance or business.
  • Canadian Securities Course (CSC) or IFIC course/IIROC licensed as an Investment Representative.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
What We Offer

BMO offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects our employees.

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We believe in creating 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.

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