Remote Wealth Management Consultant BMO

Location: Quebec

Become a Remote Wealth Management Consultant at BMO, where you will provide impactful investment guidance to clients across Canada. Work from home while nurturing relationships that matter.

BMO is hiring a Wealth Management Consultant to join their Investment Centre. In this role, you will focus on understanding customer needs and delivering tailored investment solutions. Your primary duties include handling inbound calls, onboarding new accounts, and assisting with mutual fund transactions to ensure clients achieve their financial objectives.

Key Responsibilities:

• Engage with clients to provide tailored investment advice

• Support onboarding and mutual fund transactions

• Maintain proactive communication with clients

• Analyze customer financial situations and suggest services

• Ensure compliance with industry regulations during interactions

Requirements:

• 1-3 years of related professional experience

• Completed Canadian Securities Course or IFIC course

• Bilingual in French and English for effective client communication

• Excellent organizational and time management skills

• Strong passion for investments and market knowledge

Utilize your expertise to enhance BMO’s customer investment experiences from the comfort of your home.
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