Remote Wealth Investment Advisor

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

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.