Elevate your career in digital investing with BMO from the comfort of your home. Help Canadians meet financial goals by providing expert investment advice and support.

BMO seeks a dedicated Advisor for its remote SmartFolio contact center. With a focus on building client relationships, you will provide tailored advice to meet diverse financial needs. This role values excellent communication and insight into wealth management strategies, ideal for those passionate about helping clients navigate their investment journeys.

Key Responsibilities:
• Support inbound clients with expert investment advice
• Build solid relationships and understand individual investment needs
• Conduct portfolio reviews and client onboarding processes




• Manage service requests for accounts and transactions
• Fulfill sales activities following approved procedures

Requirements:
• Four years industry experience or relevant degree
• Completed CSC, CPH, or CIRE licensing components
• Strong communication skills in French and English
• Familiarity with wealth management strategies
• Excellent time management and listening skills

Leverage your investment expertise to help clients thrive with BMO's SmartFolio platform.
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📌 Remote Investment Advisor at BMO (Quebec City)
🏢 BMO
📍 Quebec City