Wealth Management Advisor advising Desjardins members and business owners on investments, loans, insurance, and financial strategies. Building trusted relationships while balancing client needs, profitability, and risk.
About the role
- BMO SmartFolio advisor providing investment advice and client support remotely from home. Handling portfolio reviews, onboarding, account servicing, and inbound wealth-management calls.
Responsibilities
- Primarily support clients in the inbound call queue
- Invoke trust and build strong client relationships
- Determine individual investment needs
- Provide professional advice to ensure clients’ financial goals are met
- Support clients with portfolio reviews, onboarding, account access, contributions, withdrawals, and other requests
- Fulfill sales and service activities for customers in accordance with approved procedures
Requirements
- 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) and Conduct & Practices Handbook Course (CPH), or Canadian Investment Regulatory Exam (CIRE)
- Familiarity with common wealth management strategies and their relative strengths and weaknesses
- Excellent communication, time management, and listening skills
- Bilingualism in French and English is a strong asset
- Bilingualism in English and Cantonese or Mandarin will also be considered an asset
Benefits
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
Job title
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Degree requirement
No Education Requirement
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