Remote Investment Specialist: Wealth Growth & Service

BMO U.S.; Canada; Remote; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group offers a 100% remote Investment Specialist role in Canada, focused on wealth and investment guidance via inbound calls. The position emphasizes strong customer relationships, trust-building, and comprehensive wealth advice from home.

Ideal candidates have 1–3 years in the field, CSC or IFIC, and excellent communication. The role includes onboarding, transactions, and targeted investment recommendations with a competitive compensation package.

Qualifications

• 1–3 years of relevant professional experience.
• Completed Canadian Securities Course (CSC) or IFIC course.
• Knowledge of marketplace trends and regulatory standards.
• Excellent communication, organizational, time management, and listening skills.
• Resilient, passionate and curious with a customer-first mindset.

Responsibilities

• Assist customers in inbound calls with wealth and investment-related sales and service.
• Support onboarding of new accounts and mutual fund/term investments.
• Review clients' goals to ensure appropriate products and services are selected.
• Fulfill sales/service activities in accordance with approved procedures.

Job description

BMO Financial Group offers a 100% remote Investment Specialist role in Canada, focused on wealth and investment guidance via inbound calls. The position emphasizes strong customer relationships, trust-building, and comprehensive wealth advice from home.

Ideal candidates have 1–3 years in the field, CSC or IFIC, and excellent communication. The role includes onboarding, transactions, and targeted investment recommendations with a competitive compensation package.