Spécialiste, Soutien Aux Partenaires, BMO Ligne d’action (Bilingue, français et anglais)

📋 Description

• Provide professional, responsive service to current and prospective clients by addressing
• Proactively contact clients when appropriate to identify investment needs and recommend relevant
• Ask thoughtful follow-up questions to understand individual client circumstances and provide
• Complete required client transactions and accurately document interactions and requests, ensuring
• Meet sales objectives by identifying and promoting relevant investment products and services while
• Monitor investment markets, industry developments, product trends, consumer needs, and regulatory

🎯 Requirements

• 2–3 years of relevant professional experience, ideally combined with a post-secondary diploma or
• High school diploma or equivalent work experience.
• Knowledge of investment products, services, industry competition, market trends, and evolving
• Familiarity with investment and brokerage products and services is strongly valued.
• Successful completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)
• Functional understanding of risk management, regulatory requirements, compliance principles, and

🎁 Benefits

• Annual salary range of $38,500–$71,000 CAD, depending on factors such as location, skills
• Potential eligibility for commissions, performance-based compensation, discretionary bonuses, and
• Health and wellness insurance coverage.
• Life and accident insurance.
• Retirement savings programs.
• Tuition reimbursement and opportunities to support continued professional development.