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Wealth Management Specialist

2 weeks ago

Saanich, Canada Bank of Montreal Full time

Are you passionate about helping Canadians achieve their financial goals? Do you have a knack for building strong relationships and delivering exceptional customer service? If so, we want to hear from you As a Senior Advisor, BMO adviceDirect, you will have the opportunity to work in a dynamic and supportive team environment, where you can grow your skills and expertise while making a real difference in the lives of our clients.

What You'll Do

You will be responsible for providing professional, customized advice to ensure clients' financial goals are met, determining individual investment needs, and invoking trust with clients. You will also support clients with various requests such as onboarding, account access, trade orders, and suitability conversations.

Requirements:

  • A minimum of 3 years of relevant professional experience.
  • Completed Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative.
  • Knowledge of equity, mutual funds, GICs, HISAs, ETFs, and bonds.