Investment Advisor

4 weeks ago

Brossard, Quebec, Canada BMO Full time

Job Summary:

We are seeking a highly skilled Investment Specialist to join our team at BMO. As an Investment Specialist, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.

Key Responsibilities:

  • Understand customer needs and provide wealth and investment strategies and products that meet customer objectives.
  • Advises customers on wealth and investment strategies and products that meet customer objectives.
  • Fulfills sales and service activities for the customer in accordance with approved procedures.
  • Identifies and makes referrals to other business groups as needed.
  • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
  • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • Provides professional quality sales and service for customer and prospect inquires, issues and requests.
  • Probes to understand customer needs and advises them through their unique investment needs.
  • Achieves sales targets with a focus on relevant investment products.
  • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
  • Escalates complex or unresolved customer situations to senior managers as required.
  • Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed.
  • Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
  • Integrates marketing promotions and programs into customer conversations where appropriate.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.

Qualifications:

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • High school diploma or equivalent work experience.
  • Knowledge of competitive market place trends and product offerings.
  • Knowledge of BMO Investment / BMO InvestorLine products and services.
  • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
  • Some understanding of Risk Management & Compliance.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

We are committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Financial Planning and Investment Advisor

    4 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Investment Advisor to join our team at BMO. As a key member of our virtual financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clients to deliver...

  • Estate Planning Advisor

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Estate Planning Advisor to join our team at National Bank. As a key member of our advisory team, you will play a crucial role in supporting our clients and investment advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...

  • Estate Planning Advisor

    1 month ago

    Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Estate Planning Advisor to join our team at National Bank Financial. As a key member of our client advisory team, you will play a critical role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice and guidance on estate...

  • Senior Estate Planning Advisor

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Senior Estate Planning Advisor to join our team at National Bank Financial. As a key member of our advisory team, you will play a critical role in supporting our clients and investment advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including...

  • Banking Advisor

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    About the Role:The Banking Advisor position at National Bank is a dynamic role that requires a friendly approach and analytical skills to offer a people-centric experience for branch clients. As a Banking Advisor, you will be responsible for listening to clients' needs and resolving complex situations, providing advice and solutions for Personal and Small...

  • Banking Advisor

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly skilled Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Give advice and offer appropriate solutions for...

  • Expert Banking Advisor

    1 month ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key Responsibilities:Consistently demonstrate empathy, kindness, and take the...

  • Wealth Management Associate

    1 month ago

    Brossard, Quebec, Canada National Bank Full time

    Job Summary:As a Wealth Management Associate at National Bank, you will play a key role in supporting wealth advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved. You will also be responsible for analyzing client accounts,...

  • Technical Support Associate

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Role OverviewWe are seeking a highly organized and detail-oriented Technical Support Associate to join our Wealth Management team at National Bank. In this role, you will provide exceptional customer service to clients, ensuring seamless communication between clients, advisors, and various collaborators.Key ResponsibilitiesEnsure effective communication...

  • Wealth Associate

    3 weeks ago

    Brossard, Quebec, Canada NBC Full time

    Job Summary:The Wealth Associate role at National Bank Financial – Wealth Management involves providing exceptional customer service and supporting investment advisors in delivering high-quality client experiences. As a key member of our team, you will be responsible for executing routine operations, analyzing client files, and producing portfolio...

  • Customer Service Associate

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job OverviewWe are seeking a highly skilled Customer Service Associate to join our Wealth Management team at National Bank. In this role, you will be responsible for delivering exceptional customer service and supporting wealth advisors in their business development.About the JobAs a Customer Service Associate, you will be the first point of contact for...

  • Wealth Associate Manager

    6 days ago

    Brossard, Quebec, Canada NBC Full time

    About National Bank FinancialNational Bank Financial - Wealth Management is a leading player in the Canadian financial services industry. With close to 1,000 investment advisors and over 400,000 clients across Canada, we offer a unique opportunity for professionals to grow their careers.Job DescriptionAs a Wealth Associate Manager, you will play a key role...

  • Estate Planning Specialist

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at National Bank. As a Senior Wealth Management Advisor, you will play a key role in supporting our clients and Investment Advisors with their estate planning needs.Key ResponsibilitiesProvide expert advice on estate planning concepts, including succession law, trusts,...

  • Client Service Representative

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    About National BankNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, boasting over 1,000 investment advisors who manage the assets of more than 400,000 clients across 100 branches.Job DescriptionAs a Client Service Representative in our Wealth Management team, you will have the opportunity to work in synergy with...

  • Wealth Associate

    1 month ago

    Brossard, Quebec, Canada NBC Full time

    Job Title: Wealth AssociateAt National Bank Financial – Wealth Management, we're seeking a highly skilled and motivated Wealth Associate to join our team. As a key member of our investment support team, you will play a vital role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results for our...

  • Senior Operations Coordinator

    1 month ago

    Brossard, Quebec, Canada National Bank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Operations Agent to join our team at National Bank. As an Operations Agent, you will play a key role in supporting our clients and colleagues by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.Key ResponsibilitiesWelcome clients to the branch and...

  • Wealth Management Associate

    1 month ago

    Brossard, Quebec, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs are...

  • Bilingual Virtual Financial Advisor

    4 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Planner to join our team at BMO. As a Virtual Financial Planner, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions in their best interests.Key Responsibilities:Proactively engage with new and existing customers and...

  • Senior Banking Professional

    4 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking needs.Key Responsibilities:Listen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for...

  • Operations Manager

    2 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    A career as an Operations Agent at National Bank offers a unique opportunity to work in synergy with clients and colleagues. In this role, you will support your team by performing administrative tasks according to Bank policies, standards, and procedures.Your Key Responsibilities:Welcome clients to the branch and direct them to the right resource...