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Provide investment-related sales and support to BMO customers. Achieve sales targets, manage customer interactions, and ensure compliance with regulations.

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.

The Investment Specialist provides wealth and investment-related services to BMO customers, advising on products, achieving sales targets, and maintaining knowledge of market trends while ensuring compliance with regulations.