Remote Investment Advisor – Mutual Funds Specialist

BMO; Ontario (CA); Remote; USD 29,000 - 57,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking an Investment Specialist for its Investment Centre with a remote work setup. You will help customers with wealth and investment products, onboard new accounts, and process mutual fund and term investments while delivering exceptional service.

The role emphasizes building trust, understanding client goals, and providing guidance on suitable investment solutions in a fast-paced, remote environment. A CSC or IFIC is preferred.

Qualifications

• Typically between 1 and 3 years of relevant professional experience.
• Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course.
• Good knowledge and understanding of the competitive marketplace trends and product offerings.
• Some knowledge and understanding of industry regulations and standards given our industry is highly regulated.
• Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers.
• Resilient, passionate and curious because your day will have its fair share of opportunities.

Responsibilities

• The Investment Specialist primarily supports customers in the inbound call queue at the BMO Investment Centre.
• You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.
• This includes onboarding of new accounts, Mutual Fund and Term investment transactions, and ensuring clients are set up with appropriate investment products and services.

Skills

Communication skills

Organizational skills

Time management

Active listening

Resilience

Curiosity

Customer service

Education

Canadian Securities Course (CSC)

Investment Funds in Canada Course (IFIC)

Job description

BMO is seeking an Investment Specialist for its Investment Centre with a remote work setup. You will help customers with wealth and investment products, onboard new accounts, and process mutual fund and term investments while delivering exceptional service.

The role emphasizes building trust, understanding client goals, and providing guidance on suitable investment solutions in a fast-paced, remote environment. A CSC or IFIC is preferred.