Terms: This is a permanent, full time job, which requires working days.

Salary: will be $40,000.00 per year for a 37 hour week.
Notes: bonus, commission, milage paid, and other benefits.
Also: medical, dental, vision, disability, group insurance, life insurance, pension, RRSP benefits.

Education: The applicant should have completed high school.

Experience: the best part of a year.

Credentials required: The applicant should have Canadian Securities Institute Course, Investment Funds Institute of Canada Course, Canadian Institute of Financial Planning Course.

Work Setting: Bank, Trust company, Investment firm

Area of Specialization: Financial planning, Financial examination, Financial investigation, Investment underwriting, Trust and estate administration

Specific Skills: Identify clients’ financial goals and objectives, Analyze clients’ financial records, Develop financial plans for clients, Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning, Arrange for sale of financial products and investments

Security and Safety: Bondable, Criminal record check, Credit check

Work Conditions and Physical Capabilities: Fast-paced environment, Tight deadlines, Attention to detail

Essential Skills: Reading text, Document use, Writing, Oral communication, Working with others, Problem solving, Decision making, Critical thinking, Significant use of memory, Finding information, Computer use, Continuous learning

Other Information: Please apply online to our website www.bmo.com/careers. Search and quote Job ID 63580

This job in no longer available

The contact information has been removed

Order Number: 4905653

Post date: 2010-03-09