Investment Specialist



Advert ID




Job Type




Salary Range

Up to CAD49500.00 per year

No. of Openings


Branch Information

Montreal, QC - (CAN) 630 Sherbrooke Ouest Suite 105 QC Montreal , QC H3A 1E4



Job Description

Job description

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

What's in it for you?:

- Work with a proven leader in the finance industry!

- Permanent position with benefits and competitive salary ($49,500 annually)

- Quarterly performance bonus structure. On average, individuals meeting their targets can earn any where from $2500-$7500 on top of their base salary.

- Full time position

- Opportunity to grow into other roles in the Investment Space i.e) Advice Direct, Associate Investment Advisor, Investment Advisory Role.

- Strong Support from Leadership team that supports the growth and development of their employees

- Industry Leading training program


- May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.

- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.

- Provides professional quality sales and service for customer and prospect inquires, issues and requests.

- Probes to understand customer needs and advises them through their unique investment needs.

- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.

- Integrates marketing promotions and programs into customer conversations where appropriate.

- Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist - - - Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.


- 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

- High school diploma or equivalent work experience.

- Knowledge of competitive market place trends and product offerings.

- Knowledge of BMO Investment / BMO InvestorLine products and services.

- Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment - Representative

- Some understanding of Risk Management & Compliance.