Investment Representative

2 months ago


Montreal, Quebec, Canada BMO Financial Group Full time
Job Description

We are seeking a highly skilled Investment Representative to join our team at BMO Financial Group.

About the Role

This is an exciting opportunity to work with customers and prospects, providing wealth and investment-related sales and service to achieve their financial goals.

  • You will be responsible for understanding customer needs and advising them on wealth and investment strategies and products that meet their objectives.
  • Fulfilling sales and service activities for the customer in accordance with approved procedures.
Key Responsibilities

As an Investment Representative, your key responsibilities will include:

  • Making outbound calls to customers to proactively enhance their experience by providing products that meet their investment needs.
  • Staying abreast of consumer needs, industry trends, and best practices, and the regulatory environment as it relates to the products and services provided.
  • Providing professional quality sales and service for customer and prospect inquiries, issues, and requests.
Requirements

To be successful in this role, you will need:

  • Typically 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • A high school diploma or equivalent work experience.
  • Knowledge of BMO Investment/BMO InvestorLine products and services.
  • Completed Canadian Securities Course (CSC) or IFIC course/IIROC licensed as an Investment Representative.
Estimated Salary Range

The estimated salary range for this position is between $65,000-$85,000 per year, depending on experience and qualifications.



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