Associate Investment Counsellor

2 weeks ago

Quebec City, Canada BMO Financial Group Full time

2828 boul Laurier Quebec Quebec,G1V 0B9

As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans.

Other duties include:

- Support the achievement of business development, revenue, referral, retention and compliance goals.
- Manage low complexity relationships and small assets.
- Build effective relationships with internal and external stakeholders.
- Monitor and track performance and address issues.
- Identify and recommend ways to improve the customer experience.
- Perform sales and service support tasks to meet customer needs and maintain overall service levels.
- Oversee risk and compliance policies and processes to ensure that our clients' assets and privacy are protected, that we are acting in their best interest, and that liabilities are managed effectively.
- Work independently on a wide range of complex tasks, which may represent unique situations.

Qualifications:

- Minimum of five years of relevant work experience with a post-secondary degree in a related field, or an equivalent combination of education and experience.
- Completed or working towards the CFA designation or CIM designation.
- IQPP designation (desirable)
- Languages: French required, functional English required
- Extensive experience in discretionary asset management for high-net-worth clients.
- Technical and administrative skills acquired through education and / or work experience.
- Strong oral and written communication skills.
- Collaborative and teamwork skills - extensive skills.
- Analytical and problem solving skills - advanced skills.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

**Compensation and Benefits**:
$54,500.00 - $101,500.00

**Pay Type**:
Salaried & Commission

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.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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