Remote Bilingual Investment Specialist (FR/EN)

BMO; Remote; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution is seeking a Bilingual Investment Specialist to work from home. The role focuses on delivering investment advice, providing exceptional customer service, and supporting clients in their financial goals. Candidates must have completed the Canadian Securities Course and possess strong communication skills in both French and English. The salary range is $38,500 - $71,000, depending on experience and qualifications.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 1-3 years of relevant professional experience required.
• Strong understanding of competitive marketplace trends and product offerings.
• Some knowledge of industry regulations.

Responsibilities

• Support customers in the inbound call queue at the BMO Investment Centre.
• Build meaningful customer relationships and deliver an amazing experience.
• Assist customers with onboarding and investment products.

Skills

Bilingual in French and English

Excellent communication skills

Organizational skills

Time management

Listening skills

Resilient

Passion for investments

Education

Completed Canadian Securities Course (CSC)

Completed Investment Funds in Canada Course (IFIC)

Job description

A leading financial institution is seeking a Bilingual Investment Specialist to work from home. The role focuses on delivering investment advice, providing exceptional customer service, and supporting clients in their financial goals. Candidates must have completed the Canadian Securities Course and possess strong communication skills in both French and English. The salary range is $38,500 - $71,000, depending on experience and qualifications.