bmoNew York, NY
Remote Investment Specialist for Mutual Funds
Remote Investment Specialist for Mutual Funds
Remote Investment Specialist for Mutual Funds
bmoNew York, NY
3 days ago
Securities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersPersonal Financial Advisors
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)BMO Investment Centre in Canada is hiring an Investment Specialist to deliver wealth and investment guidance remotely. You will support customers via inbound calls, build trusted relationships, and help clients reach their financial goals from home. Training and a supportive team environment are provided.
The role emphasizes investment knowledge, customer service excellence, and compliance with industry regulations, with compensation reflecting performance and responsibilities.
Also on the board Same function, level within a rung
Level
Mid
Location
New York, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago