Investment Specialist-Mutual Funds, Investment Centre - Remote
BMO US(1 month ago)
About this role
A Wealth & Investment Sales and Service Representative at BMO provides wealth and investment-related guidance to customers and prospects, helping align products and strategies with their objectives. The role focuses on delivering a high-quality customer experience, staying current on market trends and BMO offerings, and supporting broader business goals while complying with regulatory requirements.
Required Skills
- Sales
- Customer Service
- Investment Advice
- Compliance
- AML
- Communication
- Organization
- Collaboration
- Analytical
- Documentation
+1 more
Qualifications
- Canadian Securities Course (CSC)
- IFIC Course
- IIROC License
- High School Diploma
- Post-Secondary Degree (Desirable)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Investment Advisor - AVP
OCBC Bank(2 months ago)
Investment Specialist - Funds
Julius Baer(20 days ago)
Senior Personal Banker - Investing: Future Opportunities
TD Bank Group(1 month ago)
Personal Financial Advisor
Wellby Financial(4 months ago)
Investment Counsellor - VP
OCBC Bank(8 days ago)
Senior Personal Banker - Investing
TD Bank Group(1 month ago)