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Make outbound calls to BMO InvestorLine clients to obtain missing documentation, clarify requirements, and resolve inquiries. Review submissions, document interactions, escalate complex issues, monitor for suspicious activity per AML rules, and adhere to regulatory and privacy standards while working remotely during specified hours.

The Investment Specialist provides wealth and investment sales and service to clients, offering advice, fulfilling requests, and achieving sales targets while adhering to compliance requirements.

Provide inbound investment and wealth advice via remote contact centre; onboard new accounts, process mutual fund and term transactions, review client goals, recommend appropriate investment products, build trust-based relationships, and follow approved procedures.

The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.

Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.

The Investment Specialist advises customers on wealth and investment strategies, fulfills sales activities, and ensures compliance with regulations.

Support Regional Sales Managers by owning end-to-end client onboarding, processing account documentation, liaising with clients and internal partners, improving conversion, and providing sales and process support to drive funded client relationships.

The associate provides sales and service for corporate card customers, handling inquiries, advising on products, and ensuring compliance with regulations.

The Investment Specialist provides investment advice and sales service to clients, manages transactions, and maintains knowledge of investment markets and products.

Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.