[Hiring] Advisor, Digital Investing @BMO

Role Description

Are you ready to build your career in the investments industry while working from home? Yes, you read that right. This is a remote role meaning you will be working at home every day! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. Whether you are new to wealth management or already have experience, our contact center is the right place for you!

Who you are:

• You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision.
• You love interacting with people and are passionate about helping Canadians invest smarter.
• You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.

Responsibilities:

• Support clients in the inbound call queue.
• Invoke trust and build strong client relationships.
• Determine individual investment needs and provide professional advice to ensure client’s financial goals are met.
• Support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals, etc.
• Fulfill sales and service activities for the customer in accordance with approved procedures.

Qualifications

• Minimum of four (4) years of relevant industry experience, OR a post-secondary degree or diploma.
• Completed the core proficiency components for IR licensing, including:
  • Canadian Securities Course (CSC)
  • Conduct & Practices Handbook Course (CPH)
  • Canadian Investment Regulatory Exam (CIRE)
• Familiarity with common wealth management strategies and their relative strengths and weaknesses.
• Excellent communication, time management, and listening skills.
• Strong verbal and written language skills in both French and English preferred.

Requirements

• Salary: $40,500.00 - $80,000.00
• Pay Type: Salaried
• Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
• Salaries for part-time roles will be pro-rated based on the number of hours regularly worked.
• For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

Benefits

• Performance-based incentives
• Discretionary bonuses
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

To view more details of our benefits, please visit: BMO Total Rewards