Investment Specialist, Mutual Funds

BMO U.S.

Investment Specialist providing wealth management sales and service at BMO. Advising on investment strategies and achieving sales targets while addressing customer needs and inquiries.

Posted 5/1/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$36,600 - CA$67,500 per yearWebsite

About the role

Key responsibilities & impact

Understands customer needs and provides wealth and investment-related sales and service
Advises customers on wealth and investment strategies and products
Fulfills sales and service activities in accordance with approved procedures
Identifies and refers to other business groups as needed
Makes outbound calls to customers to enhance customer experience
Stays abreast of consumer needs, industry trends and best practices
Provides professional quality sales and service for inquiries, issues, and requests
Probes to understand customer needs and advises on unique investment needs
Achieves sales targets with a focus on relevant investment products
Manages transactional outcomes of customer contacts or refers to appropriate business groups
Escalates complex or unresolved customer situations to senior managers
Performs required documentation after customer interactions
Maintains current knowledge of investment markets, practices, and trends
Integrates marketing promotions and programs into customer conversations
Maintains confidentiality of customer and Bank information
Identifies and reports suspicious activity patterns related to money laundering
Adheres to regulatory and compliance requirements and reporting standards

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
High school diploma or equivalent work experience
Knowledge of competitive market place trends and product offerings
Specialized knowledge
Verbal & written communication skills - Excellent
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem-solving skills - Good

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementinvestment strategiessales activitiescustomer servicedocumentationinvestment marketsmoney laundering detectionregulatory complianceanalytical skillsproblem-solving

Soft Skills

communication skillsorganizational skillscollaboration skillsteam skillscustomer experience enhancementcustomer needs assessmentprofessionalismadaptabilityconfidentialityescalation management

Certifications

Canadian Securities Course (CSC)IFIC courseIIROC licensed as an Investment Representative