Senior Investment Consultant
3 days ago
We are seeking a highly skilled Senior Investment Consultant to join our team at BMO Financial Group.
About the RoleIn this role, you will be responsible for providing exceptional investment advice and sales services to our customers, helping them achieve their financial goals.
Key Responsibilities- Conduct needs assessments and provide personalized investment recommendations to customers.
- Analyze customer data and market trends to identify opportunities for growth.
- Develop and implement customized investment strategies to meet customer objectives.
- Stay up-to-date with industry developments and regulatory requirements to ensure compliance.
- Collaborate with cross-functional teams to deliver seamless customer experiences.
- Typically 2-3 years of experience in a related field, preferably in investment sales or consulting.
- Post-secondary degree in a relevant field, such as finance or business.
- Strong knowledge of investment products and services, including stocks, bonds, and mutual funds.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Certifications such as the Canadian Securities Course (CSC) or IFIC course/IIROC licensed as an Investment Representative are assets.
The estimated salary range for this position is $37,500 - $69,500 annually, based on location, skills, and qualifications. This figure may include a commission structure and other benefits, which will be discussed during the hiring process.
BMO offers a comprehensive compensation package, including health insurance, tuition reimbursement, life insurance, and retirement savings plans, designed to support your professional and personal growth.
We are committed to creating an inclusive and equitable work environment where everyone feels valued and empowered to succeed. If you require accommodations during the hiring process, please let us know.
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