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Job Description & How to Apply Below
Join BMO's Investment Centre as a Remote Investment Specialist and transform how clients invest from home. Utilize your passion for investments and customer service every day.
In this bilingual position, you will primarily manage inbound calls, guiding clients in understanding their financial needs. You will provide insightful investment advice while creating personalized solutions that align with their goals. Your efforts will help maximize customer satisfaction and foster long-lasting relationships in the investment sphere.
Key Responsibilities:
• Assist customers with opening new investment accounts
• Deliver top-tier wealth management service on investments
• Review and discuss client financial goals and products
• Execute service and sales activities within guidelines
• Cultivate trust and rapport with clients for a superior experience
Requirements:
• 1-3 years of experience in a relevant field
• Completed Canadian Securities Course or similar certification
• In-depth knowledge of market trends and regulations
• Strong organizational and communication abilities
• Bilingual in French and English strongly preferred
Be a part of BMO's mission to empower clients in their investment journeys from the convenience of home.
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