Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing financial goals, profitability, and prudent risk management.
About the role
- Investment Specialist advising BMO customers on wealth products and investment strategies. Driving investment sales, resolving service inquiries, and ensuring regulatory compliance.
Responsibilities
- Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects
- Advise customers on wealth and investment strategies and products that meet their objectives
- Fulfill sales and service activities in accordance with approved procedures
- Identify and make referrals to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance customer experience with investment products
- Monitor consumer needs, industry trends, best practices, and the regulatory environment
- Provide professional-quality sales and service for customer and prospect inquiries, issues, and requests
- Probe to understand customer needs and advise them through unique investment needs
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer customers to appropriate internal business groups
- Escalate complex or unresolved situations to senior managers
- Complete documentation after customer interactions
- Maintain current knowledge of investment markets, practices, and trends
- Integrate marketing promotions and programs into customer conversations where appropriate
- Maintain confidentiality of customer and Bank information
- Identify and report suspicious patterns related to money laundering
- Adhere to regulatory and compliance requirements, including AML/ATF, FCAC, and Privacy Act provisions
- Complete complex and diverse tasks and handle escalations from other employees
- Analyze issues and determine next steps
- Apply BMO's Risk Management Framework and make sound, risk-informed decisions aligned with policy, laws, and regulations
- Perform broader work or accountabilities as needed
Requirements
- Typically between 2 - 3 years of relevant experience
- 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
- Specialized knowledge
- Good verbal & written communication skills
- Good organization skills
- Good collaboration & team skills
- Good analytical and problem solving skills
Benefits
- Health insurance
- Tuition reimbursement
- Accident and 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
- Inclusive, equitable and accessible workplace
- Accommodations available on request during the selection process
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior financial disclosure advisor supporting Desjardins’s accounting, tax and regulatory reporting. Leading complex initiatives, controls and stakeholder recommendations.
Investment Specialist advising BMO InvestorLine customers on Canadian wealth and investment products. Delivering remote sales, service, compliance, and investment guidance across eligible provinces.
Finance and accounting advisor at Desjardins, a financial services cooperative, managing reports, audits, budgets, and accounting systems. Advising stakeholders on risks, pricing, tax analysis, and optimization.
Accounting standards advisor improving Desjardins’ financial governance and internal auditing. Designing policies, analyzing data, and recommending solutions for organizational financial objectives.
Financial Services Agent supporting Desjardins account managers with business financing documentation, transactions, credit monitoring, and client follow - ups.
Finance and investor - relations experts evaluating domain documents for Mercor. Providing structured feedback to train and enhance frontier AI systems.
Financial Analyst supporting Genetec’s technology business through revenue, margin, variance, and commission analysis. Improving financial reporting, dashboards, processes, and automation.
Senior Financial Analyst leading GST/HST filings, CRA compliance, and public - sector financial reporting for Peel Region. Supporting audits, tax standards, and Provincial Financial Information Return submissions.
Senior FP&A Analyst supporting Embark’s growth through forecasting, sales and marketing analytics, and business intelligence. Driving data - informed customer acquisition, profitability, and strategic decisions.