Financial Services Professional

4 weeks ago


Brossard, Quebec, Canada Bank of Montreal Full time

Are you looking for a career that offers a sense of purpose and allows you to make a lasting impact?

We are seeking a highly motivated and results-driven Investment Specialist to join our team at the Bank of Montreal.

About the Role:

As an Investment Specialist, you will be responsible for providing exceptional sales and service to our clients, helping them achieve their financial goals through our wealth and investment solutions.

Key Responsibilities:

  • Develop and implement customized investment strategies for clients
  • Provide expert advice on a range of investment products and services
  • Analyze market trends and stay up-to-date with industry developments
  • Collaborate with colleagues to deliver exceptional client experiences
  • Meet or exceed sales targets while maintaining high levels of customer satisfaction

Requirements:

  • 2-3 years of experience in a related field, preferably in investment banking or finance
  • Post-secondary degree in a related field of study or equivalent combination of education and experience
  • Strong knowledge of Canadian securities laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • Competitive salary: $85,000 - $110,000 per year
  • Bonus structure tied to performance
  • Comprehensive benefits package
  • Ongoing training and development opportunities
  • Collaborative and dynamic work environment

Location: Remote/Teletravail, QC, ON, BC, NB, PE



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