Remote Investment Specialist: Wealth & Service
Longueuil, Province de Québec, Canada
Listed on 2026-10-09
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Finance & Banking
Wealth Management
BMO Financial Group offers a 100% remote Investment Specialist role in Canada, focused on wealth and investment guidance via inbound calls. The position emphasizes strong customer relationships, trust-building, and comprehensive wealth advice from home.
Ideal candidates have 1–3 years in the field, CSC or IFIC, and excellent communication. The role includes onboarding, transactions, and targeted investment recommendations with a competitive compensation package.
This opening is for the Remote Investment Specialist:
Wealth Growth & Service role at BMO U.S.
All applications are reviewed carefully by our team.
The position is based in Canada.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 41.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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