Conseiller financier senior
1 day ago
Nous sommes à la recherche d'un Conseiller financier senior pour rejoindre notre équipe de BMO Financial Group. Ce poste offre l'occasion d'utiliser vos compétences et votre expérience pour aider nos clients à atteindre leurs objectifs financiers.
Compétences et qualifications requises- Minimum cinq années d'expérience professionnelle pertinente et/ou certification dans un domaine connexe, ou combinaison équivalente de scolarité et d'expérience.
- Connaissance du cours sur le commerce des valeurs mobilières au Canada et du Manuel sur les normes de conduite.
- Inscription à titre de représentant inscrit.
- Respecter les exigences obligatoires du programme de formation continue de l'Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM).
- Evaluer les besoins de placement propres au client afin de formuler des conseils, de réaliser des ventes et de fournir des services liés aux placements, et ce, de manière professionnelle et personnalisée.
- Tisser un lien de confiance avec les clients en leur expliquant les stratégies de placement, les risques qui y sont associés ainsi que les attentes en matière de rendement, de manière à les aider à atteindre leurs objectifs financiers.
- Établir et maintenir des relations à long terme avec les clients et offrir une expérience client exceptionnelle.
Salaire estimé : 41 600 $ - 77 000 $
Ce salaire variera selon les facteurs tels que l'emplacement, les compétences, l'expérience, les études et les qualifications pour le poste et peut inclure une structure de commissions.
Nos avantages comprennent une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d'épargne-retraite.
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