Investment Specialist
BMO US(1 month ago)
About this role
A customer-facing role in retail banking providing financial and investment planning advice and solutions to meet client goals. The position focuses on recommending and selling managed products (e.g., mutual funds, retirement savings plans), determining client needs, and referring to business partners when appropriate. The role supports business growth through client engagement and aims to develop into a Financial Planner within 12–24 months.
Required Skills
- Financial Planning
- Investment Advice
- Sales
- Business Development
- Client Acquisition
- Relationship Management
- Referrals
- Communication
- Compliance
- Analytical Skills
+2 more
Qualifications
- Post-Secondary Degree
- Working Towards Financial Planner Licensing
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.
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