Investment Specialist, Bilingual (French, English)

This is a fully remote position, open to applicants in Canada.

📋 Description

• Comprehend customer requirements and deliver wealth and investment-related sales and services to BMO clients or prospects.

• Counsel clients on wealth and investment strategies and products that align with their goals.

• Execute sales and service tasks in accordance with established procedures.

• Recognize and refer to other business units as necessary.

• Initiate outbound calls and proactively discover opportunities to improve customer experience with appropriate investment products.

• Keep informed about consumer needs, industry trends, best practices, and the regulatory landscape.

• Offer professional sales and support for inquiries, issues, and requests from customers and prospects.

• Delve into customer needs and guide them through their unique investment requirements.

• Meet sales objectives focused on relevant investment products.

• Handle transactional outcomes or refer issues to the suitable internal business units.

• Elevate complex or unresolved matters to senior management.

• Finalize documentation following customer interactions.

• Maintain up-to-date knowledge of investment markets, practices, and trends and apply this in discussions with customers.

• Incorporate marketing promotions and programs into customer dialogues where applicable.

• Ensure the confidentiality of customer and Bank information.

• Detect and report suspicious activity related to money laundering.

• Comply with regulatory and compliance standards, including AML/ATF, FCAC consumer guidelines, and Privacy Act provisions.

• Complete complex and varied tasks within established rules and limits, including escalations from other employees.

• Analyze issues and decide on subsequent actions.

• Implement BMO’s Risk Management Framework and make risk-informed choices aligned with business strategy, policies, laws, and regulations.

• Undertake broader responsibilities or tasks as assigned.

⛳️ Requirements

• Excellent verbal and written communication skills in both French and English.

• Availability to work from 8:00AM to 6:00PM EST, Monday to Friday (37.5 hours per week).

• Generally, 2 - 3 years of relevant experience.

• A post-secondary degree in a related field of study is preferable, or an equivalent combination of education and experience.

• Awareness of competitive marketplace trends and product offerings.

• Familiarity with BMO Investment / BMO InvestorLine products and services.

• Completion of the Canadian Securities Course (CSC) / CIRO licensing as an Investment Representative is preferred.

• The Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam must be completed within a designated timeframe to fully function in the role.

• Some knowledge of Risk Management & Compliance.

• Specialized knowledge relevant to the position.

• Strong organizational skills.

• Effective collaboration and teamwork abilities.

• Proficient analytical and problem-solving skills.

• Fluency in both French and English to assist clients and team members, particularly inside and/or outside Quebec.

🏝️ Benefits

• Work from home/Fully virtual.

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Manager support and opportunities for networking.

• Accommodations available upon request during the selection process.