Advisor, BMO SmartFolio WFH
Core
Remote wealth management advisor providing investment guidance and personalized service to clients across Canada via an inbound contact centre.
Role type
Wealth management advisor (inbound)
Builds
Client trust, understanding of individual financial situations, and informed investment decisions.
Domain
Wealth management / Personal finance
Deliverable
client delivery
Required skills
Investment advice, portfolio review, onboarding, account management, wealth management strategies, sales and service procedures
Preferred skills
Bilingualism (French/English, English/Cantonese, or English/Mandarin)
Technologies
BMO SmartFolio
Responsibilities
Provide professional investment advice through inbound calls, educate clients on investment options, support portfolio reviews and account requests, apply wealth management strategies, complete sales and service activities, deliver high-quality client experience in a fast-paced environment
Seniority
Mid-level, hands-on IC