Investment Specialist, BMO InvestorLine Remote

BMO; United States; Remote; USD 37,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks a Wealth Investment Representative to advise customers on wealth and investment strategies and to provide sales and service aligned with approved procedures. You may make outbound calls, stay current with market trends, and help clients meet their investment goals.

The role emphasizes professional service, compliance with AML and privacy rules, and collaboration with internal teams to meet sales targets while maintaining confidentiality.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable or equivalent work experience.
• Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred
• Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam to be completed during a specified time to become fully functional in role
• Completed CSC or IFIC course / IIROC licensed as an Investment Representative
• Some understanding of Risk Management & Compliance

Responsibilities

• May make outbound calls to customers and identify opportunities to enhance the customer experience with investment products.
• Stays abreast of consumer needs, industry trends and the regulatory environment related to the products and services.
• Provides professional sales and service for customer inquiries, issues, and requests.
• Probes to understand customer needs and guides them through their investment needs.
• Achieves sales targets with a focus on relevant investment products.
• Manages all transactional outcomes or refers to appropriate internal groups.
• Escalates complex or unresolved customer situations to senior managers as required.
• Maintains client confidentiality and adheres to AML and privacy requirements.

Skills

Communication skills

Organization skills

Team collaboration

Analytical thinking

Education

Post-secondary degree in related field

CSC/CIRO licensed as Investment Rep (desired)

Additional security/regulatory exams planned

High school diploma or equivalent

Job description

Application Deadline:

07/30/2026

Address:

VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Wealth Sales & Service

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
• Provides professional quality sales and service for customer and prospect inquires, issues and requests.
• Probes to understand customer needs and advises them through their unique investment needs.
• Achieves sales targets with a focus on relevant investment products.
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
• Escalates complex or unresolved customer situations to senior managers as required.
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Qualifications:
• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred
• Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role
• High school diploma or equivalent work experience.
• Knowledge of competitive market place trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Shift: 8AM-6PM Monday to Friday EST ( must be fully flexible )

Salary** :**

$36,600.00 - $67,500.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.