Remote Investment Advisor - Digital Wealth Guidance (New Brunswick)

Remote Investment Advisor - Digital Wealth Guidance (New Brunswick)

03 Sep
|
BMO
|
New Brunswick

03 Sep

BMO

New Brunswick

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 (New Brunswick)
🏢 BMO
📍 New Brunswick

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