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. #J-18808-Ljbffr

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