Investment Specialist

🔥 5 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $41.7k - $77.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• Provide comprehensive client service and account management to clients • Execute trades on client account open request • Facilitate customer asset transfers into the bank and perform required account maintenance • Respond to web navigation queries, assist online trade execution and provide basic technical assistance as required • Uncover referral opportunities to Financial Advisors and BMO Harris Bank colleagues • Support service requests based on investment solutions from a product set • Resolve any client issue or concern quickly and effectively

🎯 Requirements

• Minimum 2 – 3 years successful experience with a customer service focus in the financial planning, securities, or insurance industry • Valid and active SIE, Series 7, 66 (or 65+63) is required • Series 65 obtained within 6 months of employment • Bachelor’s degree preferred with emphasis on finance or economics • Basic knowledge of a Financial Planning process • Solid knowledge of markets and investment products • Strong working knowledge of financial industry • Experience working with managed products and/or financial Planning services • High level of integrity (Clean U-4)

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans