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.
About the role
- Wealth Management Intern supporting sales team with activity management and case support in Montreal Office. Requires bilingualism and post-secondary education in Commerce or related field.
Responsibilities
- Work closely with the external wholesaler and inside wholesaler.
- Manage activity for the territory.
- Support on wholesale opportunities.
- Report on Salesforce opportunities and activity management.
- Provide general administrative support.
Requirements
- Currently enrolled at a recognized Canadian college or university or have graduated within the past eight months.
- Complete or in the process of completing a post-secondary education in Commerce or a related degree.
- Completing, completed, or are strongly motivated to complete their CSC/IFIC certification.
- Experience in sales, hospitality or other client-facing roles.
- Bilingualism (fluent in French and English) required.
Benefits
- health insurance
- retirement plans
- professional development
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