Investment Specialist - 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).

• 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, best practices, and regulatory environment related to products and services.
• 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 required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
• Maintains current knowledge of investment markets, practices, trends and integrates into customer conversations in a professional manner.
• Integrates marketing promotions and programs into customer conversations where appropriate.
• Maintains confidentiality of customer and bank information.
• Identifies and reports suspicious patterns of activity suspected to be related to money laundering.
• Adheres to regulatory and compliance requirements, including Anti‑Money Laundering and Terrorist Financing reporting requirements, 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.

• Typically 2–3 years of relevant experience and a post‑secondary degree in related field desirable, or an equivalent combination of education and experience.
• High school diploma or equivalent work experience.
• Knowledge of competitive marketplace 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) and the Derivatives Exam 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.

$38,500.00 – $71,000.00

Salaried

BMO Financial Group’s total compensation package will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. BMO also offers health insurance, tuition reimbursement, accidental & life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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 impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in‑depth training and coaching, to manager support and network‑building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

We’re committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.