Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need five or more years in wealth management, financial planning, private banking or investment sales, plus current CIRO registration as a Registered Representative or Investment Representative. The CFP or CIM designation is an asset, along with a demonstrated ability to develop client relationships and grow assets.
Sales, Cold calling, Communication skills, Research, Forecasting, Data visualization
Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5 to 10 years of investment advisory, wealth management or related experience, plus sales experience. They must be registered as a Registered Representative with CIRO continuing education, and a financial planning designation such as PFP or progress toward CFP, CIM or CFA is preferred.