Advisor, BMO SmartFolio (WFH) - Canada

Core Responsibilities:

You will:

• Provide professional investment advice to clients through the inbound call queue, prioritizing their needs and financial objectives.
• Build trust and strong client relationships by understanding individual financial situations, investment objectives, and needs.
• Educate clients on investment options and help them make informed decisions aligned with their financial goals.
• Support clients with portfolio reviews, onboarding, account access, contributions, withdrawals, and other investment/account-related requests.
• Apply wealth management strategies and explain their relative strengths and considerations in a clear, client-friendly manner.
• Complete sales and service activities in accordance with approved procedures and established standards.
• Deliver a high-quality client experience in a fast-paced environment while managing multiple client needs.
• Maintain strong communication, listening, time-management, and relationship-building practices throughout client interactions.

Requirements:

• At least 4 years of relevant industry experience, or a post-secondary degree or diploma.
• Completion of the core proficiency requirements for Investment Representative licensing, including the Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH), or completion of the Canadian Investment Regulatory Exam (CIRE).
• Familiarity with common wealth management strategies and an understanding of their relative strengths and weaknesses.
• Strong communication and active listening skills, with the ability to understand client needs and explain investment concepts clearly.
• Excellent time-management and organizational abilities, with the capacity to work effectively in a fast-paced contact centre environment.
• Strong client-service orientation and a genuine interest in helping Canadians invest and work toward their financial goals.
• Ability to build trust and maintain professional client relationships through remote interactions.
• French and English bilingualism is a strong asset.
• English and Cantonese or Mandarin bilingualism is also considered an asset.