Investment Specialist - Investorline; Bilingual - French and English

Position: Investment Specialist - BMO Investorline (Bilingual - French and English)
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.

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 Investor Line products and services.

Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred.

Canadian Investment Regulatory Exam (CIRE) will need to be completed during a specified time to become fully functional in role.

Some understanding of Risk Management & Compliance.

Specialized knowledge.

Verbal & written communication skills - Good in both French and English, preferred.

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
$38,500.00 - $71,000.00

Pay Type
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit:

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. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an…