Investment Specialist, BMO Investorline (Bilingual, French and English)

Bank of Montreal; British Columbia; Remote; CAD 37,000 - 70,000; Full time

Job summary

An established industry player seeks a dynamic Investment Specialist who is bilingual in French and English. This role involves providing exceptional wealth and investment services to clients while achieving sales targets. You will engage with customers to understand their investment needs, offer tailored solutions, and maintain compliance with regulatory standards. Join a forward-thinking company that values teamwork and collaboration, and be part of a mission to create lasting positive change for customers and communities. If you are passionate about finance and customer service, this opportunity is perfect for you.

Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Performance-based Incentives

Discretionary Bonuses

Qualifications

• 2-3 years of relevant experience and a post-secondary degree desirable.
• Fluency in French and English is required for client support.

Responsibilities

• Provide wealth and investment-related sales and service to customers.
• Achieve sales targets and maintain knowledge of investment markets.

Skills

Bilingual (French and English)

Customer Service

Sales Skills

Analytical Skills

Knowledge of Investment Products

Communication Skills

Organization Skills

Collaboration Skills

Problem Solving Skills

Risk Management Knowledge

Education

Post-secondary degree in related field

High school diploma or equivalent

Completed Canadian Securities Course (CSC)

Job description

Investment Specialist, BMO Investorline (Bilingual, French and English)

Location: Work from home within Canada

Language Requirements for role: Strong verbal and written language skills in both French and English

Availability: Between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)

Job Family Group: Wealth Sales & Service

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• 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 inquiries, 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.

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) or IFIC course / IIROC licensed as an Investment Representative.
• Some understanding of Risk Management & Compliance.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people