40 applicants

Company

BMO U.S. · 2 days ago

Senior Advisor, BMO adviceDirect (Bilingual - French and English) WFH

REMOTE/TELETRAVAIL, ON, CAN

Full-time

Remote

Mid Level

$54K/yr - $102K/yr

3+ years exp

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Banking

H1B Sponsor Likely

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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.

Canadian Securities CourseConductPractices HandbookInvestment Representative LicenseMutual fundsGICsHISAsETFsBondsWealth management strategiesIndustry regulations knowledgeBilingualism FrenchBilingualism EnglishBilingualism CantoneseBilingualism MandarinCIM accreditationCFA accreditationCFP accreditationTime management skills

Required

A minimum of 3 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 common wealth management strategies and their relative strengths and weaknesses

Comprehensive knowledge and understanding of client needs by segmentation

In-depth 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.

Preferred

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.

Glassdoor

3.6

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

Founded in 1882

Chicago, Illinois, USA

5001-10000 employees

http://www.bmoharris.com/us

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)