Professional Bilingual Investment Consultant

14 hours ago


Brossard, Quebec, Canada Bank of Montreal Full time
Job Summary

We are seeking a skilled Investment Analyst to join our team as a Home-Based Investment Specialist. This role requires strong communication skills in both French and English to provide exceptional sales and service to BMO customers or prospects.

Key Responsibilities
  • To understand customer needs and provide wealth and investment-related sales and service.
  • To advise customers on wealth and investment strategies and products that meet customer objectives.
  • To make outbound calls to customers and proactively seek opportunities to enhance customer experience.
Requirements

This role is ideal for individuals with 2-3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience. Proficiency in competitive market trends and product offerings is essential.

A completed Canadian Securities Course (CSC) or IFIC course/IIROC licensed as an Investment Representative is required. Some understanding of Risk Management & Compliance is also necessary.

Benefits

BMO Financial Group offers a comprehensive compensation package, including performance-based incentives, discretionary bonuses, and other perks and rewards. Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans are also provided.

Salary Estimate

The estimated annual salary for this role is between $70,000 - $100,000 based on industry standards and location. Please note that the actual salary may vary based on individual qualifications and performance.



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