Bilingual Investment Specialist
1 month ago
Job Summary:
We are seeking a highly skilled and motivated Bilingual Investment Specialist to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for providing exceptional customer service and sales support to our clients.
Key Responsibilities:
- Provide wealth and investment-related sales and service to BMO customers or prospects.
- Advises customers on wealth and investment strategies and products that meet customer's objectives.
- Fulfills sales and service activities for the customer in accordance with approved procedures.
- Identifies and makes referrals to other business groups as needed.
Requirements:
- 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.
What We Offer:
- A competitive salary range of $37,500.00 - $69,500.00.
- A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- Opportunities for professional growth and development.
At BMO, we are committed to creating a diverse and inclusive workplace. We welcome applications from qualified candidates of all backgrounds.
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