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 qualified advice
Build trust and strong 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.

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