Senior Portfolio Analyst

il y a 3 semaines


Caen, Normandie, France Bank of Montreal Temps plein
Job Title: Senior Portfolio Analyst

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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