Spécialiste en investissement, BMO Ligne d'Action (Bilingue en français et en anglais)

📋 Description

• Understand clients’ investment and wealth management objectives, needs, and individual
• Build and maintain strong professional relationships with current and prospective clients through
• Proactively contact clients to identify opportunities to improve their experience and address their
• Provide guidance on relevant investment products and services based on clients’ objectives and
• Achieve established sales objectives while maintaining a strong focus on appropriate investment
• Identify opportunities for additional products and services and refer clients to other specialized

🎯 Requirements

• 2–3 years of relevant professional experience, ideally in financial services, investments, wealth
• Post-secondary education in a relevant field is preferred, or an equivalent combination of
• High school diploma or equivalent work experience as a minimum.
• Fluency in both French and English, spoken and written, as the role supports clients and team
• Good knowledge of investment and wealth management products, services, industry trends, and
• Understanding of sales, client service, and investment advisory processes.

🎁 Benefits

• Annual salary range of $40,500 to $80,000, depending on location, experience, skills, education
• Potential commission structure depending on the applicable compensation model.
• Total compensation may include performance bonuses, discretionary bonuses, and other rewards.
• Health insurance.
• Accident and life insurance.
• Retirement savings plans.