Accounting & Finance

Remote Investment Advisor — Wealth & Strategy

BMO

Remote · Ns · Canada

BMO Financial Group is seeking a remote Investment Representative to deliver wealth and investment-related sales and service to customers and prospects in Canada. You will advise on objectives, stay current with market trends, and refer opportunities to appropriate groups while meeting regulatory requirements.

The role emphasizes understanding customer needs, achieving sales targets for investment products, and maintaining confidentiality and compliance across all interactions.

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Reference: WJ-3875_12745576

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