Remote Investment Advisor - Digital Wealth Guidance (British Columbia)

Remote Investment Advisor - Digital Wealth Guidance (British Columbia)

03 Sep
|
BMO
|
British Columbia

03 Sep

BMO

British Columbia

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 workplace. Ideal candidates have IR licensing, 4+ years in wealth management, strong communication skills and bilingual proficiency in English and French.

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

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