Remote Digital Investment Advisor

BMO

Deliver investment advice from home as a Digital Investment Advisor with BMO, using client communication and wealth management expertise.Support BMO SmartFolio clients through inbound calls while placing their needs at the center of each interaction. Learn financial situations, educate clients, and help address investment goals. Provide portfolio reviews, onboarding, account access, contributions, withdrawals, and related service support.Key Responsibilities:
Support clients primarily through the inbound call queueDetermine individual investment needs and provide professional adviceBuild trust and strong client relationshipsComplete portfolio reviews, onboarding, and account supportPerform approved sales and service activitiesRequirements:
Four years of relevant industry experience or post-secondary educationCompleted CSC, CPH, or CIRE licensing componentsFamiliarity with common wealth management strategiesExcellent communication, listening, and time management skillsFrench and English verbal and written skills preferredApply investment knowledge, client education, and communication skills while supporting BMO SmartFolio clients remotely from home.
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Vacancy posted 1 hour ago

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