Deliver investment advice from home as a Digital Investment Advisor with BMO, using client communication and wealth management expertise.

Support BMO SmartFolio clients through inbound calls while placing their needs at the center of each interaction. Learn financial situations, educate clients, and help address investment goals. Provide portfolio reviews, onboarding, account access, contributions, withdrawals, and related service support.

Key Responsibilities:

- Support clients primarily through the inbound call queue
- Determine individual investment needs and provide professional advice
- Build trust and robust client relationships
- Complete portfolio reviews, onboarding, and account support
- Perform approved sales and service activities

Requirements:

- Four years of relevant industry experience or post-secondary education
- Completed CSC, CPH, or CIRE licensing components
- Familiarity with common wealth management strategies
- Excellent communication, listening, and time management skills
- French and English verbal and written skills preferred

Apply investment knowledge, client education, and communication skills while supporting BMO SmartFolio clients remotely from home.

📌 Remote Digital Investment Advisor (Toronto)
🏢 BMO
📍 Toronto