Investment Specialist, BMO Investorline

About the role

BMO Investorline is hiring an Investment Specialist to provide wealth and investment-related sales and service to customers and prospects, working from home. The role is virtual, with availability between 8:00 AM and 6:00 PM EST, Monday to Friday (37.5 hours per week). The application deadline is 11/29/2026.

Key responsibilities

• Understand customer needs and advise on wealth and investment strategies and products that meet their objectives
• Make outbound calls and proactively identify opportunities to improve the customer experience
• Achieve sales targets with a focus on relevant investment products
• Manage transactional outcomes of customer contacts or refer to the right internal business groups, and escalate complex situations to senior managers
• Complete required documentation after customer interactions and integrate marketing promotions into conversations
• Maintain confidentiality of customer and bank information and report suspicious activity that may relate to money laundering
• Adhere to regulatory and compliance requirements, including anti-money laundering and terrorist financing reporting, FCAC consumer protection and Privacy Act provisions
• Apply the Risk Management Framework and make risk-informed decisions

Required profile

• Typically 2-3 years of relevant experience; post-secondary degree in a related field desirable or an equivalent combination of education and experience
• High school diploma or equivalent work experience
• Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred; CIRE and Derivatives exams must be completed to become fully functional
• Knowledge of competitive market trends, BMO Investment / BMO InvestorLine products and services, and some understanding of risk management and compliance

Required skills

• Good verbal and written communication, organization, collaboration and analytical and problem-solving skills
• Ability to complete complex tasks within rules and limits, including handling escalations

What we offer

• Salary of $40,500-$80,000, which may include a commission structure; part-time pay is pro-rated
• Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans