Advisor, Digital Investing, Bilingual – French and English
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Job Description
Advisor for Digital Investing at BMO advising clients on investment strategies. Handling inbound client calls and ensuring financial goals are met through personalized advice.
Responsibilities:
- Support clients in the inbound call queue
- Provide professional, customized advice to ensure client’s financial goals are met
- Fulfill sales and service activities for clients
Requirements:
- Minimum of four (4) years of relevant industry experience, OR a post‑secondary degree or diploma
- Experience with BMO Investorline
- Completed the core proficiency components for IR licensing, including: Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)
- Fluent in French and English
Benefits:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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