Date limite pour présenter sa candidature : 10/15/2026 Adresse : VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Groupe de famille d'emploi : Ventes et service, Gestion de patrimoine Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs. Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests.



Probes to understand customer needs and advises them through their unique investment needs. Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required. Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a qualified manner. Integrates marketing promotions and programs into customer conversations where appropriate. Maintains the confidentiality of customer and

📌 Investment Specialist - Bmo Investorline - Bilingual In English And Mandarin Or Cantonese (Toronto)
🏢 BMO Financial Group
📍 Toronto