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Responsibilities:
- Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Maintains the confidentiality of customer and Bank information.
Qualifications:
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Verbal & written communication skills - Good in both French and English, preferred.
About BMO:
- BMO is committed to an inclusive, equitable and accessible workplace.
- BMO does not accept unsolicited resumes from any source other than directly from a candidate.
BMO Financial Group
BMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, it provides personal and commercial banking, wealth management and investment services to more than 12 million customers.