Digital Investing Advisor

🕒 August 28

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 37%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Support clients primarily in the inbound call queue • Build trust and strong client relationships • Determine individual investment needs • Provide professional investment advice to help clients meet financial goals • Support clients with portfolio reviews, onboarding, account access, contributions, and withdrawals • Fulfill sales and service activities in accordance with approved procedures • Educate and help clients meet their financial goals

🎯 Requirements

• Minimum of four (4) years of relevant industry experience, OR a post-secondary degree or diploma • Completed the core proficiency components for IR licensing, including Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH), or Canadian Investment Regulatory Exam (CIRE) • Familiarity with common wealth management strategies and their relative strengths and weaknesses • Excellent communication, time management, and listening skills • Strong verbal and written language skills in both French and English preferred

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process

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