Associate in Technology Strategy Consulting at PwC, developing digital transformation strategies for clients and collaborating on technology investments. Experience in consulting required, with proficiency in English and French.
About the role
- Investment Specialist providing wealth management and investment support remotely at BMO. Focused on delivering client-centric advice and building strong relationships while working from home.
Responsibilities
- Support customers in the inbound call queue at the BMO Investment Centre
- Build meaningful customer relationships and deliver an amazing customer experience
- Provide wealth and investment-related sales and service to BMO customers
- Support customers through onboarding of new accounts and investment transactions
- Ensure customers are setup with appropriate investment products and services
Requirements
- Typically between 1 and 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge and understanding of the competitive marketplace trends and product offerings
- Some knowledge and understanding of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Fluent in French and English.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
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