Find your next role
Discover roles across ambitious teams
20,330 jobs
- More jobs
BMO
Investment Specialist
Remote · Canada · Full time · Mid level
$28.9k–$57.2k / year
About the role
Advise customers on wealth and investment strategies and products that meet their objectives. Provide professional sales and service to enhance customer experience and achieve sales targets.
What you’ll do
• Understand customer needs and provide wealth and investment-related sales. • Make outbound calls to identify opportunities. • Stay updated on industry trends and regulatory environment. • Manage transactional outcomes or refer to internal groups. • Adhere to regulatory and compliance requirements.
What you’ll bring
• 2-3 years relevant experience or equivalent education. • High school diploma or equivalent work experience. • Completed Canadian Securities Course or IIROC licensed. • Knowledge of BMO Investment products and services. • Work authorization for Canada.
Life at BMO
Offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Inclusive and accessible workplace with training and coaching support.
About BMO
BMO is a financial group focused on creating positive change for customers, communities, and employees through innovation and collaboration.