NeverHard
Investment Specialist, BMO Investorline at Bank of Montreal — NeverHard
Investment Specialist, BMO Investorline at Bank of Montreal in Canada. View salary, required skills, and apply on NeverHard.
- Company
- Bank of Montreal
- Location
- Canada
- Type
- full_time
Application Deadline:
05/22/2026
Address:
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO
Job Family Group:
Wealth Sales & Service
Work from home
Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)
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 customer needs and advises them through their unique investment needs.
Achieves sales targets with a focus on relevant investment products.
Manages all t
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