Launch your career in investment from the comfort of your home with BMO Investment Centre. This role requires a passion for helping clients achieve their financial goals through sound investment advice.As a remote Investment Specialist, you will engage with clients to provide customized investment solutions. With a focus on the customer, you'll support onboarding, handle transactions, and build lasting relationships. This position is ideal for individuals with an affinity for financial markets and investment products.Key Responsibilities:Support customers in the inbound call queueUnderstand client needs for appropriate investment solutionsOnboard new accounts and manage transactionsProvide wealth management guidance on various investment productsFoster trust and maintain meaningful customer relationshipsRequirements:1-3 years of relevant skilled experienceCompleted Canadian Securities Course or IFICStrong knowledge of investment products and marketplace trendsExcellent communication and organizational skillsBilingual in French and EnglishAccelerate your career in investment advising while working remotely with BMO Investment Centre.
📌 Remote Investment Specialist Bmo (Edmonton)
🏢 BMO
📍 Edmonton