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 customers or prospects.

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

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

• Recognize and refer customers to other business units as necessary.

• Conduct outbound calls and proactively seek opportunities to enhance the customer experience with appropriate investment products.

• Stay informed about consumer needs, industry trends, best practices, and regulatory obligations.

• Provide professional sales and service for inquiries, issues, and requests from customers and prospects.

• Investigate to understand unique investment requirements and advise customers accordingly.

• Meet sales goals focused on pertinent investment products.

• Manage transactional outcomes or escalate matters to the relevant internal business groups.

• Elevate complex or unresolved customer issues to senior management.

• Complete necessary documentation post customer interactions.

• Keep up-to-date knowledge of investment markets, practices, and trends and incorporate this into customer discussions.

• Integrate marketing promotions and programs into customer dialogues when appropriate.

• Ensure the confidentiality of customer and Bank information.

• Detect and report suspicious activities related to money laundering.

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

• Handle complex and diverse tasks, including escalations from colleagues.

• Analyze issues and determine subsequent steps.

• Undertake broader responsibilities or accountabilities as assigned.

⛳️ Requirements

• Generally, 2–3 years of relevant experience.

• A post-secondary degree in a related field is desirable, or a suitable combination of education and experience.

• A high school diploma or equivalent work experience.

• Awareness of competitive marketplace trends and product offerings.

• Familiarity with BMO Investment and 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 Derivatives Exam must be completed within a designated timeframe to function fully.

• Understanding of Risk Management and Compliance.

• Specialized knowledge required.

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

• Effective organizational skills.

• Good collaboration and teamwork abilities.

• Strong analytical and problem-solving skills.

• Fluency in French and English is essential to support clients and team members inside and outside Quebec.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Managerial support.

• Opportunities for networking.

• Accommodations available upon request during the selection process.