Financial Services Professional
4 weeks ago
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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