Are you ready to build your career in the investments industry while working from home?
Yes, you read that right. This is a remote role meaning you will be working at home everyday! Whether you are new to wealth management or already have experience, our contact center is the right place for you!
Website: BMO SmartFolio
Who you are?
You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision.
You love interacting with people and are passionate about helping Canadians invest smarter.
You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.
Responsibilities
Breaking the mold of a traditional contact centre environment, the SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures.
Qualifications
We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our clients. Successful candidates will have:
A minimum of 1 years of relevant professional experience
Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
Knowledge of ETFs
Familiarity with common wealth management strategies and their relative strengths and weaknesses
Knowledge and understanding of industry regulations and standards
Excellent communication, organizational, time management, and listening skills.
Bilingualism strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset.
Industry Accreditations or working towards preferred (CIM, CFA, CFP)
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.
Have questions or want to learn more about us? We would love to hear from you!
Diversity and Recruitment Team
E mail: diversity.recruitment@bmo.com
Introduce Yourself to BMO (Military/Veterans)
We’re proud to be the official bank of the Canadian Defence Community – and that goes beyond supporting your financial well-being. We value the skills you’ve earned in the military, and we’re here to help as you move into the next stage of your professional life.
BMO is a top ten North American bank that provides personal and commercial banking, global markets and investment banking services to 13 million customers and clients. Founded in 1817, we’re driven by our Purpose: Boldly Grow the Good in business and life. BMO has established itself as a destination for top talent, with an employee experience that’s built on personalized career development opportunities, a performance-driven winning culture, competitive rewards and benefits, and a deepcommitment to the health and well-being of our people.
If you’re ambitious, curious, creative, and eager to make an impact, you should consider BMO as a place to build your career.
#ProudtoWork@BMO