Investment Specialist, Mutual Funds

Job summary

Build trusted client relationships, assess financial goals, and recommend suitable investment products and strategies while supporting customers primarily through inbound calls. Handle account onboarding, investment transactions, documentation, and issue resolution while meeting sales targets and complying with privacy, anti-money-laundering, and risk-management requirements.

Job details

Application Deadline: 11/19/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service At BMO Investment Center, we're committed to helping our customers make real financial progress. As a fully remote role, you'll have the opportunity to build a meaningful career while helping clients make confident investment decisions and achieve their financial goals. We're looking for an Investment Specialist who is passionate about wealth management, investment solutions, and delivering exceptional client experiences. In this role, you'll work directly with clients to understand their unique financial goals and recommend investment strategies and solutions aligned to their needs. Who You Are You’re passionate about helping Canadians invest smarter and achieve their financial goals. You put the customer at the heart of every interaction, taking the time to understand their unique financial situation and provide sound investment advice. With a genuine interest in investments, strong people skills, and a positive, solutions-focused mindset, you’re motivated to go above and beyond to create an exceptional customer experience. 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 What you’ll do As an Investment Specialist, you'll go beyond the traditional contact centre experience by building trusted relationships, understanding each customer's unique goals, and helping them make confident investment decisions. Working in a fully remote environment, you'll deliver personalized investment guidance and contribute to helping Canadians achieve their financial aspirations. Support customers primarily through inbound calls, with occasional outbound calls to proactively identify opportunities and enhance their experience. Build trust and deliver an exceptional customer experience by understanding individual needs, goals and objectives. Provide professional sales and service support, including new account onboarding, Mutual Fund and Term Investment transactions, and 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 from start to finish, including completing required documentation, processing transactions, resolving issues and referring or escalating more complex situations when appropriate. Stay current on investment markets, industry trends, customer needs, products, promotions and regulatory requirements, and confidently bring this knowledge into customer conversations. Protect customer and Bank information while adhering to all applicable policies, procedures, privacy, Anti-Money Laundering, Terrorist Financing and FCAC requirements. Identify and report suspicious activity and make sound, risk-informed decisions aligned with the Bank’s Risk Management Framework and Risk Appetite. Take on broader responsibilities as business and customer needs evolve. Qualifications: Typically, between 2 - 3 years of relevant experience and post-secondary degree in 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. Specialized knowledge. Verbal & written communication skills Organization skills. Collaboration & team skills. Analytical and problem solving. Ready to Grow Your Investment Career? Join BMO Investment Center and help customers navigate important financial decisions with confidence. Fully remote work environment Opportunity to build a rewarding career in wealth and investment services Ongoing learning and professional development opportunities Collaborative and supportive team culture Exposure to investment markets, products, and client advisory services Ability to make a meaningful impact on customers' financial futures If you're a professional with a passion for investing, client service, and building lasting relationships, we encourage you to apply today. Salary: $40,500.00 - $80,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What you’ll do

Build trusted client relationships, assess financial goals, and recommend suitable investment products and strategies while supporting customers primarily through inbound calls. Handle account onboarding, investment transactions, documentation, and issue resolution while meeting sales targets and complying with privacy, anti-money-laundering, and risk-management requirements.

Requirements

The role typically calls for 2–3 years of relevant experience, a high school diploma or equivalent, and preferably post-secondary education in a related field or equivalent experience. Candidates should have the Canadian Securities Course or IFIC course completed, or be IIROC-licensed as an Investment Representative, along with investment product knowledge, communication, organization, collaboration, and problem-solving skills.

Benefits

• Health Insurance
• Tuition Reimbursement
• Accident Insurance
• Life Insurance
• Retirement Savings Plans
• Performance-Based Incentives
• Discretionary Bonuses

Listed skills

• Customer service · Preferred
• Regulatory Compliance · Preferred
• Risk Management · Preferred
• Sales · Preferred
• Communication · Preferred
• issue resolution · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment Advice
• Mutual Fund Transactions
• Term Investment Transactions
• Client Relationship Building
• Customer Service
• Sales
• Needs Assessment
• Investment Product Knowledge
• Account Onboarding
• Transaction Processing
• Issue Resolution
• Risk Management
• Regulatory Compliance
• Anti-Money Laundering
• Communication
• Analytical Problem-Solving
• Problem Solving
• Investments
• Organizational Skills
• Coaching
• Economic Growth
• Wealth Management
• Call Center Experience
• Investment Decisions
• Regulatory Requirements
• Personalized Service
• Outbound Calls
• Inbound Calls
• Anti Money Laundering
• Risk Appetite
• Securities (Finance)
• Bank Risk Management
• Health Insurance
• Building Trust

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Mutual Funds Specialist
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

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