Conseiller(ère), Investissement digital, ConseilDirect BMO in Canada Creek, Nova Scotia at Jobgether
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Job Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Digital Investment Advisor, Direct Investing in Canada.
This role offers an exciting opportunity to support clients in achieving their financial goals through personalized digital investment and wealth management solutions. You will play a key role in building trusted client relationships while providing strategic guidance tailored to individual financial objectives. The position combines client advisory, sales, financial expertise, and operational excellence within a fast-paced and collaborative environment. You will work closely with cross-functional teams to identify opportunities, enhance customer experiences, and deliver high-quality investment services. The role also includes leadership responsibilities such as coaching and supporting team members when required. This is an ideal opportunity for professionals who are passionate about financial markets, digital investing, and client success. The environment encourages continuous learning, innovation, and career growth.
AccountabilitiesIn this role, you will be responsible for delivering investment advice, supporting client relationships, and contributing to overall team performance and service excellence.
- Provide clients with investment and wealth management advice aligned with their financial goals and risk tolerance.
- Build and maintain strong client relationships to support long-term financial success and customer satisfaction.
- Identify business development opportunities and refer clients to other specialized teams when appropriate.
- Serve as a subject matter expert on investment products, systems, and operational processes.
- Support and guide associates and specialists during leadership absences or operational needs.
- Participate in coaching, training, and performance improvement initiatives across the team.
- Handle complex investment-related inquiries and escalate unresolved issues when necessary.
- Ensure compliance with internal policies, regulatory requirements, and risk management frameworks.
- Contribute to continuous improvement initiatives and recommend innovative solutions to enhance operations and client experience.
We are looking for an experienced investment professional with strong client relationship skills and a solid understanding of financial markets and digital investing services.
- Minimum of 4 years of relevant experience in wealth management, investment advisory, or financial services.
- Postsecondary education in a related field or an equivalent combination of education and experience.
- Experience with online brokerage or digital investment platforms is highly preferred.
- Completion of required licensing components, including the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), or the Canadian Investment Regulatory Exam (CIRE).
- Fluency in both English and French, written and spoken.
- Excellent communication, relationship-building, and consultative sales skills.
- Strong analytical, organizational, and problem-solving abilities.
- Ability to work independently while collaborating effectively across teams.
- Understanding of regulatory standards and risk management practices within the financial services industry.
- Competitive salary ranging from $43,200 to $80,300 CAD based on experience and qualifications.
- Eligibility for performance bonuses and additional financial incentives.
- Remote work flexibility and supportive work environment.
- Comprehensive health, life, and accident insurance coverage.
- Retirement savings programs and tuition reimbursement opportunities.
- Access to ongoing training, coaching, and professional development resources.
- Inclusive and collaborative culture focused on career growth and employee success.