Salary: $40,500 – $80,000 per year

Job Type: Part-time

Remote: Remote

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service Investment Specialist, BMO Investment Centre Work from home 100% / Fully remote Are you ready to build your career in the investment industry while working from home? This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. Whether you are new to Wealth Management or already have experience, our contact center is the right place for you! You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision. You love interacting with people and are passionate about helping Canadians invest smarter. You have a passion for investments and stay up-to-date on the latest market news. You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them. You enjoy learning about a customers financial situation, as well as educating and helping people to meet their financial goals. Breaking the mold of a traditional contact centre environment, the Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre. A successful Investment Specialist will invoke trust and build meaningful customer relationships – delivering an amazing customer experience; You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects. This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services.



Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures. Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance accident and life insurance retirement savings plans It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. Accommodations are available on request for candidates taking part in all aspects of the selection process. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the positive. We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Investment Management Specialist (Moncton)
🏢 BMO
📍 Moncton