Investment Officer

il y a 4 semaines


Caen, Normandie, France Bank of Montreal Temps plein
Investment Officer Role

We are seeking a skilled Investment Officer to join our team at Bank of Montreal. As an Investment Officer, you will be responsible for providing wealth and investment-related sales and service to BMO customers or prospects.

Key Responsibilities:
  • Understand customer needs and provide tailored investment solutions
  • Advises customers on wealth and investment strategies and products that meet customer objectives
  • Makes outbound calls to customers and proactively seeks opportunities to enhance customer experience
  • Escalates complex or unresolved customer situations to senior managers as required
  • Maintains current knowledge of investment markets, practices, and trends
Requirements:
  • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
  • Proficiency in English to interact with non-French speaking customers, employees, and partners
  • Strong verbal and written language skills in both French and English
What We Offer:
  • Competitive salary of $37,500
  • Performance-based incentives and discretionary bonuses
  • Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

We are an equal opportunities employer and welcome applications from diverse candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process.


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