Remote Wealth & Investment Advisor

Bank of Montreal; Canada; Remote; CAD 37,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Wealth Sales & Service professional for remote engagements in Canada. You will assess client needs, advise on investments, and manage end-to-end sales and service activities while maintaining regulatory compliance.

Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and CSC/IFIC/IIROC credentials or equivalent. The role emphasizes proactive referrals and customer-focused outcomes.

Qualifications

• Understanding of wealth and investment products and markets.
• Knowledge of risk management and regulatory compliance.
• Strong communication and analytical skills.
• Ability to meet sales targets while delivering high service quality.

Responsibilities

• Understand customer needs and provide wealth and investment guidance.
• Advise on investment Strategies and products meeting customer objectives.
• Execute sales and service activities per approved procedures.
• Refer opportunities to other business groups as needed.
• Maintain knowledge of market trends and regulatory requirements.
• Document interactions accurately and handle escalations when required.

Skills

Client needs assessment

Product and market knowledge

Risk management understanding

Verbal communication

Written communication

Organization skills

Collaboration & teamwork

Analytical thinking

Education

Post-secondary degree in related field

Canadian Securities Course (CSC) or IFIC course / IIROC licensed

Job description

Bank of Montreal is seeking a Wealth Sales & Service professional for remote engagements in Canada. You will assess client needs, advise on investments, and manage end-to-end sales and service activities while maintaining regulatory compliance.

Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and CSC/IFIC/IIROC credentials or equivalent. The role emphasizes proactive referrals and customer-focused outcomes.