InvestorLine Trade and Risk Analyst

Job description

Application Deadline: 05/28/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Qualifications: Salary : - Delivers exceptional customer service that builds trust through expertise, responsive service and support. - Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio. - May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. - Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. - Provides subject matter expertise relating to product knowledge, processes, and operating systems. - Assists the manager by identifyin...