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Provide inbound investment and wealth advice via remote contact centre; onboard new accounts, process mutual fund and term transactions, review client goals, recommend appropriate investment products, build trust-based relationships, and follow approved procedures.

The Premium Advisor role focuses on delivering investment advice, client onboarding, and portfolio management in a virtual environment while building strong client relationships.

As a Mortgage Specialist at BMO, you will manage customer relationships, identify sales opportunities, deliver exceptional service, and drive business results in mortgage lending.

The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.

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.

This role involves processing estate-related settlements, providing customer support, and ensuring compliance with legal requirements while working closely with executors and internal stakeholders.