Job opportunity
Remote Investment Specialist BMO
BMO
Launch your career in investment from the comfort of your home with BMO Investment Centre. This role requires a passion for helping clients achieve their financial goals through sound investment advice.
As a remote Investment Specialist, you will engage with clients to provide customized investment solutions. With a focus on the customer, you'll support onboarding, handle transactions, and build lasting relationships. This position is ideal for individuals with an affinity for financial markets and investment products.
Key Responsibilities:
• Support customers in the inbound call queue
• Understand client needs for appropriate investment solutions
• Onboard new accounts and manage transactions
• Provide wealth management guidance on various investment products
• Foster trust and maintain meaningful customer relationships
Requirements:
• 1-3 years of relevant professional experience
• Completed Canadian Securities Course or IFIC
• Strong knowledge of investment products and marketplace trends
• Excellent communication and organizational skills
• Bilingual in French and English
Accelerate your career in investment advising while working remotely with BMO Investment Centre.
#J-18808-Ljbffr
Apply on source site As a remote Investment Specialist, you will engage with clients to provide customized investment solutions. With a focus on the customer, you'll support onboarding, handle transactions, and build lasting relationships. This position is ideal for individuals with an affinity for financial markets and investment products.
Key Responsibilities:
• Support customers in the inbound call queue
• Understand client needs for appropriate investment solutions
• Onboard new accounts and manage transactions
• Provide wealth management guidance on various investment products
• Foster trust and maintain meaningful customer relationships
Requirements:
• 1-3 years of relevant professional experience
• Completed Canadian Securities Course or IFIC
• Strong knowledge of investment products and marketplace trends
• Excellent communication and organizational skills
• Bilingual in French and English
Accelerate your career in investment advising while working remotely with BMO Investment Centre.
#J-18808-Ljbffr