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Investment Specialist-Mutual Funds, Investment Centre - Remote

BMO

Canada, British Columbia, Canada Full-time February 27, 2026
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Found Description

Application Deadline:

03/21/2026

Address:

VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Wealth Sales & Service

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

  • May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
  • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • Provides professional quality sales and service for customer and prospect inquires, issues and requests.
  • Probes to understand custom...

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    Found Details

    LocationCanada, British Columbia
    CountryCanada
    TypeFull-time
    CategoryFinancial Specialists
    PostedFebruary 27, 2026

    About BMO

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    BMO

    Canada, Canada

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