Remote Wealth & Investment Advisor

Bank of Montreal is seeking a Wealth Sales & Service professional for remote engagements in Canada. You will assess client needs, advise on investments, and manage end-to-end sales and service activities while maintaining regulatory compliance.

Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and CSC/IFIC/IIROC credentials or equivalent. The role emphasizes proactive referrals and customer-focused outcomes.