Wealth & Investment Advisor — Mutual Funds
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-06-11
Listing for:
BMO
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
BMO in Alberta seeks a Wealth Sales and Service Advisor to provide exceptional investment and wealth-related services. Responsibilities include understanding customer needs, managing transactions, and offering investment strategies. Ideal candidates have 2-3 years of experience, a post-secondary degree, and must complete the Canadian Securities Course. The position offers a salary ranging from $36,600 to $67,500, along with performance-based incentives and health benefits.
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