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The Investment Specialist provides sales and service for wealth and investment-related products, advises customers, and achieves sales targets while ensuring compliance with regulations.

The Business Development Manager drives sales and promotes BMO Life Assurance products to MGAs and brokers, analyzes trends, and supports business objectives through strategic initiatives and stakeholder engagement.

Provide inbound wealth and investment sales and service from a remote contact centre: onboard accounts, process mutual fund and term transactions, assess customer goals, recommend appropriate investment products, and follow approved procedures while building trusted client relationships.

Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.

Provide bilingual (French/English) collections support for delinquent, high-risk, or written-off consumer accounts. Advise customers on payment strategies, execute loss-mitigation procedures, handle inbound calls, process transactions, escalate complex cases, collaborate with internal stakeholders, and support continuous improvement while following policies and regulatory requirements.

Lead end-to-end projects to deliver business outcomes on time, on budget and within quality standards. Manage cross-functional teams, stakeholders, vendors and budgets; develop project artifacts, risk mitigation, governance, change management and reporting to ensure adoption and measurable success.

Designs and architects integrated IT systems across on-premises and cloud environments, delivering secure, scalable solutions. Produces technical designs, assesses risks, leads cross-team implementations, researches new technologies and proofs of concept, supports business cases, ensures regulatory and risk compliance, and mentors teams to align solutions with enterprise strategy.

The Investment Specialist advises customers on wealth and investment strategies, fulfills sales activities, and ensures compliance with regulations.

The Mutual Funds Representative advises clients on wealth strategies and products, fulfills sales and service activities, and monitors market trends to enhance customer experience.

The Investment Specialist provides investment advice and service to BMO customers, aiming to understand their needs and achieve sales targets. They must stay informed on market trends, regulatory compliance, and assist with customer inquiries while maintaining confidentiality and managing documentation.