Bilingual New Business Clerk supporting sales team in processing applications and managing cases in the New Business Department. Requires fluency in English and French for effective communication.
About the role
- Digital Investing Premium Advisor offering investment advice focusing on client satisfaction while working remotely from BMO. Building client relationships and managing investment portfolios with a strong emphasis on financial services expertise.
Responsibilities
- Deliver sound Investment advice with a client-centered approach
- Build strong relationships and loyalty amongst clients
- Conduct proactive and recurring reviews of client portfolios
- Support client onboarding through product demos and financial needs discussions
- Work collaboratively with a team of support resources and other advisors
Requirements
- Robust knowledge and familiarity with common wealth management strategies
- Experience managing a portfolio of clients through various market conditions
- Comprehensive knowledge and understanding of client needs by segmentation
- Comprehensive understanding and awareness of competitor offerings and trends
- In-depth knowledge of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Bilingualism preferred, French and English
- Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
- A minimum of 3-5 years of relevant professional experience
- Industry Accreditations or working towards preferred (CIM, CFA, CFP)
- RR licensed or successful completion of Canadian Securities Course, Conduct and Practices Handbook and any other course required to maintain RR status.
Benefits
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
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