BMO Financial Group is seeking an Investment Representative to provide wealth and investment guidance to customers and prospects in Canada. You will identify needs, advise on strategies, and fulfill sales and service targets within approved procedures.
You will stay current on market trends and regulatory requirements, handle referrals, and escalate complex issues as needed while maintaining confidentiality and quality service across multiple channels.
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📌 Wealth & Investment Advisor: Grow Client Portfolios (British Columbia)
🏢 BMO
📍 British Columbia
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