Investment Specialist, Mutual Funds

Overview

This fully remote role is part of Wealth Sales & Service. As an Investment Specialist, you’ll work with clients to understand their financial goals and recommend investment strategies and solutions aligned to their needs.

Location: Virtual/Remote across Canada
Schedule: Monday to Friday, 8:00 AM to 8:00 PM EST
Language requirement: Strong verbal and written communication skills
Application deadline: 10/29/2026

Responsibilities

• Build trusted relationships with clients by understanding individual needs, goals, and objectives.
• Support customers primarily through inbound calls, with occasional outbound calls to proactively identify opportunities and enhance the customer experience.
• Provide professional sales and service support, including:
  • New account onboarding
  • Mutual Fund and Term Investment transactions
  • Discussions about appropriate investment products and services
• Ask thoughtful questions to uncover customer needs and recommend relevant investment solutions while working toward sales targets.
• Manage customer requests end-to-end, including completing required documentation, processing transactions, resolving issues, and referring/escalating more complex situations when appropriate.
• Stay current on investment markets, industry trends, customer needs, products, promotions, and regulatory requirements; bring this knowledge into customer conversations.
• Protect customer and bank information and adhere to applicable policies and procedures, including privacy, Anti-Money Laundering, Terrorist Financing, and FCAC requirements.
• Identify and report suspicious activity and make sound, risk-informed decisions aligned with the organization’s Risk Management Framework and Risk Appetite.
• Take on broader responsibilities as business and customer needs evolve.

Requirements

• Typically, between 2–3 years of relevant experience and a post-secondary degree in a related field of study desirable, or an equivalent combination of education and experience.
• High school diploma or equivalent work experience.
• Good knowledge of competitive marketplace trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative.
• Some understanding of Risk Management & Compliance.
• Verbal and written communication skills.
• Organization skills.
• Collaboration and team skills.
• Analytical and problem solving.

Preferred Qualifications

• Specialized knowledge (as applicable to the role).

Compensation & Benefits

• Salary (Salaried): $40,500.00 - $80,000.00
• Compensation may vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
• For commission roles, the salary listed above represents expected target for the first year in this position.
• Total compensation package may include performance-based incentives and discretionary bonuses, as well as other perks and rewards.
• Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Location / Work Model

Fully remote (Virtual/Remote across Canada).