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Investment Officer

Il y a 2 mois

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Job Title: Investment Officer

As an Investment Officer at Bank of Montreal, you will play a key role in providing wealth and investment-related sales and service to BMO customers or prospects. Your primary responsibility will be to advise customers on wealth and investment strategies and products that meet their objectives.

Key Responsibilities:
  • Understand customer needs and provide personalized investment solutions
  • Proactively identify opportunities to enhance customer experience through product offerings
  • Escalate complex or unresolved customer situations to senior managers as required
  • Maintain current knowledge of investment markets, practices, and trends
  • Integrate marketing promotions and programs into customer conversations
Requirements:
  • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
  • Strong verbal and written language skills in both French and English
  • Ability to work from home within Canada
What We Offer:
  • $37,500 salary
  • Performance-based incentives and discretionary bonuses
  • Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

At Bank of Montreal, we are committed to providing our employees with the tools and support they need to succeed. We offer in-depth training and coaching, manager support, and network-building opportunities to help you gain valuable experience and broaden your skillset.