Become a Remote Advisor at BMO and empower clients through expert investment advice. This role allows you to work from home while focusing on clients' financial goals.

As an Advisor in BMO's SmartFolio contact center, you will play a crucial role in guiding clients through their investment strategies. Your ability to communicate effectively will enable you to build trust and foster strong relationships while offering tailored investment solutions. Whether you are seasoned in wealth management or just starting, this position is designed for passionate individuals.

Key Responsibilities:
• Support inbound calls with expert investment guidance
• Establish robust client relationships through quality interactions




• Conduct thorough portfolio reviews and onboarding assistance
• Address account access and transaction requests
• Ensure compliance with sales and service protocols

Requirements:
• Minimum four years of industry experience or a diploma
• Relevant licensing (CSC, CPH, CIRE) completed
• Bilingual in French and English preferred
• Knowledge of wealth management strategies
• Strong communication and organizational abilities

Bring your investment consultation skills to BMO and help clients achieve their financial aspirations.
#J-18808-Ljbffr

📌 BMO Remote Advisor for Investments (Quebec City)
🏢 BMO
📍 Quebec City