Join BMO as a Wealth Advisor focusing on investment solutions. Help customers achieve their financial goals by providing expert advice and trusted service remotely.

BMO is on the lookout for an Investment Specialist with 2-3 years of experience to operate in a remote capacity. Your role will involve proactive customer engagement, offering tailored investment strategies and fulfilling sales requirements. Contribute to enhancing client satisfaction by staying informed on market trends and regulatory changes.

Key Responsibilities:
• Advise clients on various investment options
• Execute service activities following compliance protocols
• Make referrals to related business units as needed




• Analyze customer interactions for improved service
• Document post-interaction details for accurate processing

Requirements:
• A minimum of 2 years in a customer-focused investment role
• Certification through the Canadian Securities Course or equivalent
• Familiarity with BMO's investment offerings
• Solid organizational and team collaboration skills
• Ability to identify and resolve complex issues

Utilize your advisory skills to make a difference in clients' financial journeys with BMO.
#J-18808-Ljbffr

📌 BMO Wealth Advisor: Investment Specialist (New Brunswick)
🏢 Bank of Montreal
📍 New Brunswick