Application Deadline: 09/21/2026 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service Are y ou r eady to b uild y our c areer in the i nvestments i ndustry while w orking f rom h ome? Yes, you read that right. This is a r emote r ole meaning you will be working at home everyday ! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. Whether you are new to w ealth m anagement or already have experience, our contact center is the right place for you! Website : BMO SmartFolio Who you are? You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision. You love interacting with people and are passionate about helping Canadians invest smarter.



You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals. Responsibilities Breaking the mold of a traditional contact centre environment, the SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build solid client relationships, determine individual investment needs and provide professional advice to ensure client's financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding,

📌 Advisor, Digital Investing, Bmo Smartfolio (Saint-Jean-sur-Richelieu)
🏢 BMO Financial
📍 Saint-Jean-sur-Richelieu