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)
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