Remote Wealth Investment Advisor

RiseMe; Canada; Hybrid; 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 is seeking a Wealth Sales & Service specialist in Canada to provide investment guidance and sales support to customers and prospects. You will advise on wealth and investment strategies while meeting approved procedures and compliance standards.

The role involves outbound calls, staying current with market trends, and collaborating across business groups to fulfill client needs and drive sales targets.

Qualifications

• Verbal and written communication skills to explain investment concepts clearly.
• Strong organizational skills to manage multiple client interactions and tasks.
• Team-oriented approach with collaborative mindset to refer to specialists when needed.
• Analytical thinking to assess client needs, risk, and solutions.
• Knowledge of investment products and market trends to inform client conversations.

Responsibilities

• Understand customer needs to provide wealth and investment guidance.
• Advise customers on strategies meeting objectives and fulfill sales/service activities.
• Proactively identify opportunities and refer to other business groups as needed.
• Ensure documentation after interactions for accurate processing.
• Maintain knowledge of markets and regulatory requirements and apply them in conversations.

Skills

Verbal & written communication

Organizational skills

Collaboration & teamwork

Analytical problem solving

Investments knowledge & market trends

English + Mandarin/Cantonese

Education

Post-secondary degree in related field

CSC / CIRO Investment Representative license

CIRE & Derivatives Exam

Job description

BMO Financial Group is seeking a Wealth Sales & Service specialist in Canada to provide investment guidance and sales support to customers and prospects. You will advise on wealth and investment strategies while meeting approved procedures and compliance standards.

The role involves outbound calls, staying current with market trends, and collaborating across business groups to fulfill client needs and drive sales targets.