Investorline Live Chat Specialist, Bilingual

Bank of Montreal; Calgary; Remote; CAD 44,000 - 83,000; Full time

Job summary

A leading financial institution is seeking a Wealth Sales & Service professional to provide exceptional customer service and investment guidance. The role requires strong communication skills and knowledge of market trends. Candidates must complete specific certifications and have relevant experience. This remote position offers a competitive salary and opportunities for professional growth.

Benefits

Performance-based incentives

Bonuses

Benefits

Training and coaching opportunities

Qualifications

• Typically 3-5 years of relevant experience or equivalent education.
• Knowledge of market trends and product offerings.

Responsibilities

• Understand customer needs and provide wealth and investment-related sales.
• Guide customers on investment strategies and products.
• Achieve sales targets related to investment products.

Skills

Communication

Collaboration

Analytical

Influence

Education

Canadian Securities Course (CSC)

IIROC licensed as an Investment Representative

Job description

Application Deadline:

06/17/2025

Address:

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group:

Wealth Sales & Service

BMO Investorline: InvestorLine Self-Directed: Easy Online Trading Platform – BMO Canada

Language preferences:

Strong verbal and written language skills in both French and English

Availability:

To work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week). Will most likely be asked to work the 10-6/11-7/12-8 shift once training is completed.

Will be required to complete the CSC, CPH, and DFOL certifications within a specific time frame to be fully functional in the role.

Role Responsibilities:

• Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects.
• Guide customers on wealth and investment strategies and products that meet their objectives.
• Fulfills sales and service activities according to approved procedures.
• Identify and refer opportunities to other business groups as needed.
• Deliver exceptional customer service to build trust through expertise, responsiveness, and support.
• Develop and maintain long-term, profitable relationships and expand share of wallet.
• Make outbound calls proactively to enhance customer experience with suitable products.
• Stay updated on industry trends, customer needs, and regulatory environment.
• Provide expertise on products, processes, and systems.
• Assist in identifying knowledge gaps and performance improvement opportunities for team members.
• Execute performance plans and provide feedback.
• Develop short-term tactics to drive specific behaviors and results.
• Handle customer inquiries professionally and efficiently.
• Understand customer needs and advise on investment options.
• Achieve sales targets related to investment products.
• Manage transactional outcomes and escalate complex issues.
• Ensure accurate documentation of customer interactions.
• Maintain current knowledge of markets and trends and incorporate into customer conversations.
• Integrate marketing promotions appropriately.
• Maintain confidentiality and adhere to compliance and regulatory requirements.

Qualifications:

• Typically 3-5 years of relevant experience or equivalent education.
• Knowledge of market trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products.
• Completed Canadian Securities Course (CSC) / IIROC licensed as an Investment Representative with Options.
• Understanding of Risk Management & Compliance.
• Strong communication, collaboration, analytical, and influence skills.

Salary:

$44,500.00 - $82,500.00

Pay Type:

Salaried, with potential for performance-based incentives, bonuses, and benefits. Salaries vary based on location, skills, experience, and qualifications.

About Us:

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees. We support your growth with training, coaching, and development opportunities. For more information, visit https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request.