At a Glance
- Tasks: Support clients with investment advice and onboarding for mutual funds from home.
- Company: Join BMO Financial Group, a leader in wealth management.
- Benefits: Flexible remote work, competitive salary, and opportunities for growth.
- Other info: Dynamic team environment with a focus on client success.
- Why this job: Make a difference in clients' financial journeys while working from anywhere.
- Qualifications: Bilingual in French and English with a passion for finance.
The predicted salary is between 63000 - 77000 $ per year.
BMO Financial Group is seeking an Investment Specialist for the BMO Investment Centre.
This remote, work-from-home role supports customers in wealth management with a focus on investment advice and onboarding of accounts.
You will handle inbound inquiries, assess clients' goals, and guide them to suitable mutual funds and term investments while following approved procedures.
Bilingual in French and English is required.
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Mutual Funds Investment Specialist – Remote employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
