Advisor, SmartFolio

Job not on LinkedIn

🔥 17 hours ago

🇨🇦 Canada – Remote

💵 $37k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.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

• Primarily support clients in the inbound call queue • Invoke trust and build strong client relationships • Determine individual investment needs • Provide professional advice to ensure clients’ financial goals are met • Support clients with portfolio reviews, onboarding, account access, contributions, withdrawals, and other requests • Fulfill sales and service activities for customers in accordance with approved procedures

🎯 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) and 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 • Bilingualism in French and English is a strong asset • Bilingualism in English and Cantonese or Mandarin will also be considered an asset

🏖️ Benefits

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