Start your career as an Investment Advisor with BMO, where you'll provide expert financial planning and investment advice to clients. Tailor solutions to meet individual financial goals.BMO Financial Group is looking for an Investment Advisor with a background in the financial sector and a passion for customer service. This position involves engaging clients with proactive assessments of their investment needs and supporting them with various managed products. You'll also collaborate with business partners to enhance service delivery and performance.Key Responsibilities:Identify client needs to provide customized investment adviceEngage actively with customers to secure referralsSupport business development through community outreachFulfill investment requests and meet customer goalsMaintain knowledge of market trends and investment productsRequirements:2-3 years of relevant experience in financePursuing licensing for Financial PlanningProficient communication and teamwork abilitiesStrong analytical and organizational skillsAdaptability to changing market demandsMake a meaningful impact in clients' financial lives at BMO as an Investment Advisor.

📌 Bmo Investment Advisor Role (Edmonton)
🏢 BMO
📍 Edmonton