Personal Finance Advisor advising Desjardins members and clients on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in Montréal’s community.
About the role
- Investment Specialist providing English, Mandarin, and Cantonese wealth services for BMO InvestorLine. Advising customers on investment products, transactions, compliance, and sales targets remotely.
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 aligned with their objectives
- Fulfill sales and service activities in accordance with approved procedures
- Identify and refer customers to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance customer experience
- Stay current on 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 on unique investment needs
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer matters 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 activity related to money laundering
- Adhere to regulatory and compliance requirements, including AML/ATF, FCAC, and Privacy Act provisions
- Complete complex and diverse tasks within established rules and limits, including escalations
- Analyze issues and determine next steps
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with policy, laws, regulations, and business strategy
Requirements
- Typically between 2–3 years of relevant experience
- Post-secondary degree in related field of study desirable or equivalent combination of education and experience
- High school diploma or equivalent work experience
- Knowledge of competitive marketplace 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 and written communication skills
- Good organization skills
- Good collaboration and 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
- Accommodations available on request during the selection process
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Personal Finance Advisor guiding Desjardins members and clients in Montréal on investments, loans, insurance, and financial strategies. Hybrid role focused on trusted relationships and community outreach.
Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships and advising on integrated financial strategies.
Personal Finance Advisor advising Desjardins members on investments, loans, insurance, and financial strategies. Building trusted relationships and supporting the La Tuque caisse community.
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