At a Glance
- Tasks: Deliver investment advice and support customers through inbound calls from home.
- Company: Join BMO, a leading financial institution with a focus on customer relationships.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with a focus on building trust and meaningful relationships with customers.
- Why this job: Make a difference by helping Canadians invest smarter and achieve their financial goals.
- Qualifications: 1-3 years of experience and completion of Canadian Securities Course or Investment Funds course.
The predicted salary is between 54000 - 66000 $ per year.
Deliver investment advice from home as a fully remote Investment Specialist, using communication and listening skills to support BMO customers.
Help Canadians invest smarter through meaningful conversations.
As part of BMO Investment Centre's Wealth Sales & Service group, you will support customers and prospects through inbound calls.
You will understand financial situations, educate customers, and provide wealth-related sales and service.
Mutual Fund and Term investment transactions, account onboarding, and product reviews are central activities.
Key Responsibilities
- Support customers through the inbound call queue
- Build trust and meaningful customer relationships
- Onboard customers to new investment accounts
- Complete Mutual Fund and Term transactions
- Review goals and recommend appropriate products
Requirements
- One to three years of relevant professional experience
- Completed Canadian Securities Course or Investment Funds course
- Knowledge of marketplace trends and product offerings
- Understanding of industry regulations and standards
- Excellent communication, organization, listening, and time management
Use investment knowledge, customer focus, and communication skills to serve BMO customers remotely through the Investment Centre.
Investment Specialist Mutual Funds – Remote in Toronto employer: Bank N.A.
BMO Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to make a meaningful impact from day one. Located at 250 Yonge Street, the company offers competitive salaries, comprehensive benefits including health insurance and tuition reimbursement, and ample opportunities for professional growth and development. With a commitment to creating lasting positive change, BMO values its team members and encourages them to push boundaries while supporting their career aspirations.
