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 qualified 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
Robust organizational and listening skills

Utilize your client-facing skills to enhance investment experiences with BMO.

📌 Digital Investing Advisor Remote Role Quebec City (Canada)
🏢 BMO
📍 Canada