Join BMO as a Digital Investing Advisor and work remotely. Provide valuable investment advice and help clients reach their financial objectives in wealth management.
In this remote role, you will connect with clients through BMO's SmartFolio contact center. Focused on client-centric service, you’ll assess individual investment needs and guide clients through their financial journeys. Your expertise in investment strategies will directly contribute to enhancing client satisfaction and success.
Key Responsibilities: • Assist clients with investment inquiries and portfolio assessments • Develop trust and rapport with clients over calls • Handle onboarding, contributions, and withdrawals • Review accounts and provide skilled investment advice • Perform necessary sales and service tasks within guidelines
Requirements: • Four years of relevant industry experience or a degree • Completion of required licensing courses like CSC or CPH • Proficient in French and English communication • Understanding of wealth management practices • Strong organizational and listening skills
Utilize your client-facing skills to enhance investment experiences with BMO. #J-18808-Ljbffr
📌 Digital Investing Advisor - Remote Role (Winnipeg)
🏢 BMO
📍 Winnipeg
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