Investment Advisor

2 days ago


Elliot Lake, Canada BMO Full time
About the Role

We are seeking a highly motivated and experienced Investment Advisor to join our team at BMO. As an Investment Advisor, you will be responsible for providing sound investment advice to clients, building strong relationships, and helping them achieve their financial goals.

Key Responsibilities
  • Support clients in the inbound call queue, providing professional advice and guidance on investment matters
  • Determine individual investment needs and develop tailored solutions to meet client objectives
  • Build trust and strong relationships with clients, understanding their financial situations and educating them on wealth management strategies
  • Support clients with various requests, including portfolio reviews, onboarding, account access, contributions, and withdrawals
  • Fulfill sales and service activities for customers in accordance with approved procedures
Requirements
  • Minimum of 1 year of relevant professional experience in the financial services industry
  • Completed Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
  • Knowledge of ETFs and common wealth management strategies
  • Familiarity with industry regulations and standards
  • Excellent communication, organizational, time management, and listening skills
  • Bilingualism in French and English (strong asset)
  • Industry Accreditations or working towards preferred (CIM, CFA, CFP)
What We Offer

As a member of the BMO team, you will have the opportunity to work in a fast-paced environment, make a difference in the lives of our clients, and grow your career in the financial services industry. We offer a competitive salary, comprehensive benefits package, and opportunities for professional development and advancement.


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