Investment Professional
3 days ago
About the Role
We are seeking a skilled Investment Professional to join our team. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to our customers or prospects.
Responsibilities
- Understand customer needs and provide personalized investment advice and strategies.
- Advises customers on wealth and investment products that meet their objectives.
- Fulfills sales and service activities for the customer in accordance with approved procedures.
- Identifies and makes referrals to other business groups as needed.
Requirements
- Typically between 2 - 3 years of relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- High school diploma or equivalent work experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / CIRO licensed as an Investment Representative.
- Some understanding of Risk Management & Compliance.
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