Investment Specialist, Mutual Funds

Application Deadline: 11/19/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service At BMO Investment Center, we're committed to helping our customers make real financial progress. As a fully remote role , you'll have the opportunity to build a meaningful career while helping clients make confident investment decisions and achieve their financial goals. We're looking for an Investment Specialist who is passionate about wealth management, investment solutions, and delivering exceptional client experiences. In this role, you'll work directly with clients to understand their unique financial goals and recommend investment strategies and solutions aligned to their needs. Who You Are You’re passionate about helping Canadians invest smarter and achieve their financial goals. You put the customer at the heart of every interaction, taking the time to understand their unique financial situation and provide sound investment advice. With a genuine interest in investments, strong people skills, and a positive, solutions-focused mindset, you’re motivated to go above and beyond to create an exceptional customer experience. Location: Virtual/Remote across Canada Schedule: Monday to Friday, 8:00 AM to 8:00 PM EST Language Requirement: Strong verbal and written communication skills What you’ll do As an Investment Specialist, you'll go beyond the traditional contact centre experience by building trusted relationships, understanding each customer's unique goals, and helping them make confident investment decisions. Working in a fully remote environment, you'll deliver personalized investment guidance and contribute to helping Canadians achieve their financial aspirations. Support customers primarily through inbound calls, with occasional outbound calls to proactively identify opportunities and enhance their experience. Build trust and deliver an exceptional customer experience by understanding individual needs, goals and objectives. Provide professional sales and service support, including new account onboarding, Mutual Fund and Term Investment transactions, and discussions about appropriate investment products and services. Ask thoughtful questions to uncover customer needs and recommend relevant investment solutions while working toward sales targets. Manage customer requests from start to finish, including completing required documentation, processing transactions, resolving issues and referring or escalating more complex...

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