Accounting & Finance

Remote Wealth & Investment Advisor

BMO

Remote · Bc · Canada

At BMO, wealth and investment specialists engage with customers to understand needs and offer tailored wealth and investment solutions. You will advise on strategies and products meeting objectives while delivering service in line with approved procedures.

Role includes proactive outreach, staying current on market trends, handling complex cases with escalation to senior managers when needed, and maintaining confidentiality and compliance across all activities.

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Reference: WJ-3875_12873823

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