Job Description

Application Deadline:

04/02/2026

Address:

VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group:

Wealth Sales & Service
  • 100% Work from home, including training
  • Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)
  • Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

  • Provides professional quality sales and service for customer and prospect inquires, issues and requests.
  • Probes to understand customer needs and advises them through their unique investment needs.
  • Achieves sales targets with a focus on relevant investment products.
  • Manages all transactional outcom...