BMO U.S. · 19 hours ago
Advisor, BMO adviceDirect (Bilingual - French and English) WFH
Maximize your interview chances
Banking
H1B Sponsor Likely
Insider Connection @BMO U.S.
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Breaking the mold of a traditional contact centre environment, the adviceDirect 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, customized advice to ensure client’s financial goals are met.
Advisors will support clients with various requests such as onboarding, account access, various trade orders, investment strategies, suitability conversations etc.
Advisors will also be required to fulfill sales and service activities for the clients in accordance with approved procedures.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Strong verbal and written languages skills in both French and English
A minimum of 2 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 equity, mutual funds, GICs, HISAs, ETFs and bonds
Robust knowledge and familiarity with commonwealth management strategies and their relative strengths and weaknesses
Comprehensive knowledge and understanding of client need by segmentation
In-depth knowledge and understanding of industry regulations and standards
Excellent communication, organizational, time management, and listening skills
Preferred
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)
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO U.S.
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
H1B Sponsorship
BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (42)
2022 (28)
2021 (14)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
Recent News
Seeking Alpha
2024-12-09
2023-08-05
BizTimes - Milwaukee Business News
2023-07-28
Company data provided by crunchbase