Advisor, BMO SmartFolio - WFH - Bilingual preferred
Remote
Core
Deliver sound investment advice and support clients in the inbound call queue to meet their financial goals.
Role type
Wealth management advisor (inbound)
Builds
Client relationships and portfolio management
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment strategy knowledge, client relationship building, financial goal planning, portfolio review, onboarding, account access management, sales and service execution
Preferred skills
Bilingualism (French and English)
Responsibilities
Support clients with portfolio reviews, onboarding, account access, contributions, and withdrawals; fulfill sales and service activities; determine individual investment needs and provide professional advice.
Seniority
Mid-level (4+ years experience or degree)
