Investment Specialist, Mutual Funds

Application Deadline:11/19/2026Address:VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:Wealth Sales & ServiceAt 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 AreYou’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 doAs 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 situations when appropriate.

• Stay current on investment markets, industry trends, customer needs, products, promotions and regulatory requirements, and confidently bring this knowledge into customer conversations.

• Protect customer and Bank information while adhering to all applicable policies, procedures, privacy, Anti-Money Laundering, Terrorist Financing and FCAC requirements.

• Identify and report suspicious activity and make sound, risk-informed decisions aligned with the Bank’s Risk Management Framework and Risk Appetite.

• Take on broader responsibilities as business and customer needs evolve.

Qualifications:

• Typically, between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

• High school diploma or equivalent work experience.

• Good knowledge of competitive marketplace trends and product offerings.

• Knowledge of BMO Investment / BMO InvestorLine products and services.

• Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative

• Some understanding of Risk Management & Compliance.

• Specialized knowledge.

• Verbal & written communication skills

• Organization skills.

• Collaboration & team skills.

• Analytical and problem sol...