Bilingual Investment Specialist

1 month ago


Saskatchewan, Canada BMO Full time

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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