Investment Specialist, Bilingual – French and English
Canada
Full Time
4 days ago
$38,500 - $71,000 CAD
Key skills
CommunicationSales
About this role
Role Overview
- Understand customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
- Advises customers on wealth and investment strategies and products
- Fulfills sales and service activities in accordance with approved procedures
- Achieves sales targets with a focus on relevant investment products
Requirements
- Typically between 2
- 3 years of relevant experience
- Post-secondary degree in related field of study desirable or equivalent combination of education and experience
- Completed Canadian Securities Course (CSC)
- CIRO licensed as an Investment Representative preferred
- Verbal & written communication skills
- Good in both French and English, preferred
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans