The Mutual Funds Representative provides wealth and investment-related sales and service to BMO customers or prospects, and fulfills sales and service activities in accordance with approved procedures.
Requirements
- Typically between 0 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- High school diploma or equivalent work experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- To complete Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative when joining BMO.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans