Trading Specialist at BMO InvestorLine

Position: Active Trading Specialist at BMO Investor Line
Elevate your finance career as an Active Trading Specialist with BMO Investor Line. This role focuses on engaging high-value Active Trading clients, offering demos, and optimizing customer experiences.

As a new addition to BMO Investor Line, you’ll connect with Active Trading clients, providing personalized demos and support for trading platforms. Collaborate with Active Trader Managers to ensure top-notch relationship management and partner with the national sales team to drive prospecting efforts. You'll utilize your investment knowledge to address client needs and enhance their trading experience.

Key Responsibilities:

• Provide platform demos for Active Trading and Options clients

• Facilitate workflow setup and troubleshooting for clients

• Liaise with Active Trader Relationship Managers

• Collaborate on business development and marketing strategies

• Ensure compliance with investment regulations and practices

Requirements:

• 4-6 years relevant experience in investment services

• Completion of Canadian Securities Course (CSC) or IFIC

• Proficient in BMO Investment products and services

• Licensed with IIROC as a Supervisor

• Strong communication and analytical skills

Become a key player in delivering exceptional service to BMO's Active Trading clientele while leveraging your expertise.
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