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 guidanceEstablish robust client relationships through quality interactionsConduct thorough portfolio reviews and onboarding assistanceAddress account access and transaction requestsEnsure compliance with sales and service protocolsRequirements:Minimum four years of industry experience or a diplomaRelevant licensing (CSC, CPH, CIRE) completedBilingual in French and English preferredKnowledge of wealth management strategiesStrong communication and organizational abilitiesBring your investment consultation skills to BMO and help clients achieve their financial aspirations.

📌 Bmo Remote Advisor For Investments (Quebec City)
🏢 BMO
📍 Quebec City