Deliver investment advice from home as a fully remote Investment Specialist, using communication and listening skills to support BMO customers. Help Canadians invest smarter through meaningful conversations.
As part of BMO Investment Centre’s Wealth Sales & Service group, you will support customers and prospects through inbound calls. You will understand financial situations, educate customers, and provide wealth-related sales and service. Mutual Fund and Term investment transactions, account onboarding, and product reviews are central activities.
Key Responsibilities: Support customers through the inbound call queue
Build trust and meaningful customer relationships
Onboard customers to new investment accounts
Complete Mutual Fund and Term transactions




Review goals and recommend appropriate products
Requirements: One to three years of relevant skilled experience
Completed Canadian Securities Course or Investment Funds course
Knowledge of marketplace trends and product offerings
Understanding of industry regulations and standards
Excellent communication, organization, listening, and time management
Use investment knowledge, customer focus, and communication skills to serve BMO customers remotely through the Investment Centre.

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📌 Remote Investment Specialist Mutual Funds (Alberta)
🏢 Bank N.a.
📍 Alberta