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Provide inbound client support and professional investment advice through BMO SmartFolio’s remote contact center. Advisors assess investment needs, build client relationships, conduct portfolio reviews, support onboarding and account servicing, process contributions and withdrawals, educate clients, and complete sales and service activities according to approved procedures.

Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.

Provides bilingual investment advice and sales support to BMO customers through a remote contact center. Responsibilities include handling inbound calls, building customer relationships, onboarding accounts, processing mutual fund and term investment transactions, reviewing financial goals, recommending appropriate products, and completing activities according to approved procedures and regulations.

Provide bilingual (French/English) partner support for BMO InvestorLine: handle inquiries, account openings/transfers, documentation, issue resolution and escalation, compliance checks (AML, Privacy, FCAC), market knowledge integration, and occasional outbound engagement to ensure partner and customer satisfaction.

Make outbound calls to BMO InvestorLine clients to obtain missing documentation, clarify requirements, and resolve inquiries. Review submissions, document interactions, escalate complex issues, monitor for suspicious activity per AML rules, and adhere to regulatory and privacy standards while working remotely during specified hours.

Provide bilingual (English + Mandarin/Cantonese) wealth and investment sales and service to customers, advise on investment strategies/products, meet sales targets, handle transactions and escalations, maintain regulatory compliance (AML, privacy), complete required documentation and required regulatory exams, and refer or escalate complex matters as needed.

Provides investment-related sales and service to BMO InvestorLine customers in English, Mandarin, and Cantonese. Advises customers on investment products and strategies, achieves sales targets, handles transactions and escalations, and identifies referral opportunities. Maintains knowledge of investment markets, regulatory requirements, AML obligations, and bank policies while documenting customer interactions and protecting confidential information.

The associate provides sales and service for corporate card customers, handling inquiries, advising on products, and ensuring compliance with regulations.

Provides bilingual French-English investment sales and service to BMO InvestorLine customers. Advises clients on investment products and strategies, identifies sales opportunities, handles transactions and documentation, resolves issues, and refers complex matters. Maintains knowledge of investment markets, regulatory requirements, AML obligations, and BMO products while achieving sales targets and protecting customer and bank information.

Provide bilingual English and French investment sales and service through an inbound contact center. Advise customers on mutual funds and term investments, support account onboarding and transactions, review financial goals, recommend appropriate products, and build trusted customer relationships while following approved procedures and industry regulations. This is a fully remote role requiring weekday availability between 8:00 AM and 8:00 PM EST.