Found Description
Elevate customer financial experiences as a BMO Wealth Investment Advisor, working remotely during flexible hours. Provide insightful wealth management strategies to meet client goals.
This full-time advisory role seeks candidates with 2-3 years of related experience and a relevant degree. You will proactively identify investment opportunities, maintain insights on market developments, and achieve sales targets while adhering to compliance standards. Strong communication and analytical skills are crucial for this position.
Key Responsibilities:
• Proactively make outbound customer calls
• Discuss investment needs and strategies with clients
• Stay informed on regulatory changes and trends
• Handle customer issues and referrals effectively
• Complete necessary documentation of interactions
Requirements:
• 2-3 years in investment advice or related field
• Post-secondary education in finance preferred
• Knowledge of competitive investment markets
• Exce...
This full-time advisory role seeks candidates with 2-3 years of related experience and a relevant degree. You will proactively identify investment opportunities, maintain insights on market developments, and achieve sales targets while adhering to compliance standards. Strong communication and analytical skills are crucial for this position.
Key Responsibilities:
• Proactively make outbound customer calls
• Discuss investment needs and strategies with clients
• Stay informed on regulatory changes and trends
• Handle customer issues and referrals effectively
• Complete necessary documentation of interactions
Requirements:
• 2-3 years in investment advice or related field
• Post-secondary education in finance preferred
• Knowledge of competitive investment markets
• Exce...