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.