Remote Investment Advisor - Digital Wealth Guidance (Alberta)

Remote Investment Advisor - Digital Wealth Guidance (Alberta)

03 Sep
|
BMO
|
Alberta

03 Sep

BMO

Alberta

BMO is seeking a SmartFolio advisor to work remotely from home in Canada. You will focus on delivering sound investment advice, building client trust, and aligning recommendations with client goals.
The role emphasizes inbound calls, onboarding, portfolio reviews and service requests within a supportive, equity-driven environment. Ideal candidates have IR licensing, 4+ years in wealth management, robust communication skills and bilingual proficiency in English and French.

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📌 Remote Investment Advisor - Digital Wealth Guidance (Alberta)
🏢 BMO
📍 Alberta

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