Investment Specialist

BMO is seeking an Investment Specialist to provide financial and investment planning advice to customers. This role involves assessing client needs, selling investment products like mutual funds and retirement plans, and identifying opportunities for other banking services. You will proactively engage with customers, implement business development strategies, and work towards becoming a Financial Planner within 12-24 months.

• Provide financial and investment planning and advice
• Assess client needs and sell managed products and services
• Implement business development strategies to acquire new business
• Identify opportunities for referrals to other banking products
• Support sales and performance targets
• Develop into a Financial Planner role within 12-24 months