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55 Bmo Jobs Hiring in New York

Bmo

Investment Specialist, BMO Investorline

Manhattan, NY · Remote

$38.50K - $71K/yr

Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred. Canadian Investment ...

Bmo

C++ Quant Developer

Manhattan, NY · On-site

$260K/yr

BMO Capital Markets Fixed Income Trading Platform Builder BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management ...

Bmo

Wealth & Relationship Advisor

Manhattan, NY · On-site

$51.80K - $95.90K/yr

BMO is seeking a client-focused professional in the United States to act as the primary contact for uncovering financial needs. This role requires 3+ years of relevant experience in financial ...

New

Bmo

Senior Azure Cloud Platform Engineer

Paramus, NJ · On-site

$81.40K - $151.80K/yr

Senior Platform Engineer As a Senior Platform Engineer, you will play a hands-on senior engineering role within BMO's Azure cloud ecosystem. This role is primarily focused on engineering cloud ...

Bmo

Principal Azure Cloud Engineer

Passaic, NJ · On-site

$112.20K - $209K/yr

Principal Azure Cloud Engineer As a Principal Azure Cloud Engineer, you will play a hands-on senior engineering role within BMO's Azure cloud ecosystem. This role is primarily focused on engineering ...

Bmo

Wealth & Investment Advisor Mutual Funds

Manhattan, NY · On-site

$36.60K - $67.50K/yr

BMO in Alberta seeks a Wealth Sales and Service Advisor to provide exceptional investment and wealth-related services. Responsibilities include understanding customer needs, managing transactions ...

New

Bank of Montreal

C++ Quant Developer

New York, NY · On-site

$260K/yr

Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ...

Bank of Montreal

C++ Quant Developer

Manhattan, NY · On-site

$260K/yr

Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ...

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Infographic showing various job openings at Bmo in New York as of May 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% Physical job distribution.
Investment Specialist, BMO Investorline

Investment Specialist, BMO Investorline

Bmo

Manhattan, NY • Remote

$38.50K - $71K/yr

Full-time

Medical, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Work Arrangement Work from home. Availability to work between 8:00 AM and 6:00 PM EST, Monday to Friday (37.5 hours per week). Responsibilities May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.

Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. Provides professional quality sales and service for customer and prospect inquires, issues and requests. Probes to understand customer needs and advises them through their unique investment needs.

Achieves sales targets with a focus on relevant investment products. Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups. Escalates complex or unresolved customer situations to senior managers as required.

Performs any required documentation after completed customer interactions to ensure customer's requests are accurately processed. Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner. Integrates marketing promotions and programs into customer conversations where appropriate.

Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Adheres to regulatory and compliance requirements, including Anti‐Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.

Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk‐informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications Typically between 2–3 years of relevant experience and post‐secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience.

Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred.

Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed within a specified period to become fully functional in role. Some understanding of Risk Management & Compliance. Specialized knowledge.

Verbal & written communication skills – Good. English and Mandarin, Cantonese preferred. Organization skills – Good.

Collaboration & team skills – Good. Analytical and problem‐solving skills – Good. Salary $38,500.00 - $71,000.00 Pay Type Salaried Benefits Health insurance Tuition reimbursement Accident and life insurance Retirement savings plans EEO Statement BMO is committed to an inclusive, equitable and accessible workplace.

By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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About BMO

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BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

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