Investment Specialist-Mutual Funds, Investment Centre - Remote

BMO

Full-time Canada, New Brunswick Financial Specialists

Posted:

March 02, 2026

Location:

Canada, New Brunswick, Canada

Job Description

Application Deadline:
03/21/2026Address:
VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:
Wealth Sales & ServiceUnderstands 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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Job Overview

Job Type: Full-time

Location: Canada, Canada

Posted: March 02, 2026

Deadline: April 11, 2026