Senior Portfolio Analyst
il y a 3 semaines
Join Bank of Montreal as a Senior Portfolio Analyst and contribute to the success of our Wealth Sales & Service team. As a key member of our team, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.
Key Responsibilities:
- Advise customers on wealth and investment strategies and products that meet customer's objectives.
- Probe to understand customer needs and advise them through their unique investment needs.
- Achieve sales targets with a focus on relevant investment products.
- 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 where appropriate.
- Maintain the confidentiality of customer and Bank information.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
Requirements:
- Fluency in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
- Salaried pay type.
Accommodations: Accommodations are available on request for candidates taking part in all aspects of the selection process.
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