Become an Investment Services Consultant, specializing in wealth management and customer engagement. Utilize your sales skills to deliver personalized investment strategies based on comprehensive client assessments.This role is central to understanding and fulfilling client investment needs. You will maintain up-to-date knowledge of market trends, reaching out to clients to enhance their experiences and meet sales objectives. Your responsibilities will include advising customers, managing inquiries professionally, and upholding strict regulatory compliance throughout your interactions.Key Responsibilities:Understand and meet diverse client investment needsProvide tailored investment advice and supportEnsure accurate documentation of all interactionsStay informed on current market dynamicsRefer complex inquiries to senior specialistsRequirements:2-3 years of relevant industry experienceCanadian Securities Course (CSC) or equivalentHigh school diploma or relevant experienceStrong analytical and problem-solving skillsGood organizational abilities along with communicationDrive investment success for clients while mitigating risks through informed decision-making and expert guidance tailored to individual financial objectives.

📌 Investment Services Consultant (Edmonton)
🏢 BMO
📍 Edmonton