Remote Investment Specialist — Bilingual (Wealth & Service)

BMO; Ontario (CA); Remote; USD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking an Investment Specialist for the BMO Investment Centre. This remote role supports customers in inbound wealth and investment inquiries, onboarding new accounts, and delivering sound investment advice from home.

Ideal candidates have 1–3 years of experience, CSC or IFIC, strong communication, and fluency in English and French. Join a division that emphasizes customer service and career growth.

Qualifications

• Excellent communication, organizational, time management and listening skills.
• Bilingual in English and French.
• Knowledge of wealth management products and regulatory expectations is a plus.

Responsibilities

• Handle inbound calls and assist customers with wealth and investment needs.
• Support onboarding of new accounts and mutual fund/term investments.
• Review clients' goals and recommend appropriate investment products and services.
• Adhere to approved procedures and maintain regulatory compliance.

Skills

Excellent communication

Organizational skills

Time management

Listening skills

Bilingual English/French

Education

CSC or IFIC course

Job description

BMO Financial Group is seeking an Investment Specialist for the BMO Investment Centre. This remote role supports customers in inbound wealth and investment inquiries, onboarding new accounts, and delivering sound investment advice from home.

Ideal candidates have 1–3 years of experience, CSC or IFIC, strong communication, and fluency in English and French. Join a division that emphasizes customer service and career growth.