Investment Representative
2 months ago
We are seeking a highly skilled Investment Representative to join our team at BMO Financial Group.
About the RoleThis 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.
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.
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.
The estimated salary range for this position is between $65,000-$85,000 per year, depending on experience and qualifications.
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