Investment Specialist, Bilingual in French and 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 customers on wealth and investment strategies and products that align with their goals.

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

• Identify customers who may benefit from referrals to other business divisions.

• Make proactive outbound calls to discover opportunities that improve customer experience with appropriate investment products.

• Keep abreast of consumer needs, industry trends, best practices, and the regulatory landscape.

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

• Explore to understand customer requirements and advise them on their investment needs.

• Meet sales objectives focused on relevant investment products.

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

• Elevate complex or unresolved customer issues to senior management.

• Complete necessary documentation following customer interactions.

• Stay updated on investment markets, practices, and trends, applying this knowledge in discussions with customers.

• Incorporate relevant marketing promotions and programs into customer dialogues.

• Uphold the confidentiality of customer and Bank information.

• Identify and report any suspicious activities that may relate to money laundering.

• Comply with regulatory and compliance requirements, including AML/terrorist financing, FCAC consumer provisions, and Privacy Act mandates.

• Manage complex and diverse tasks, including escalations from fellow employees.

• Analyze issues and determine appropriate next steps.

• Implement BMO’s Risk Management Framework and make risk-informed decisions that align with strategy, policies, laws, and regulations.

• Undertake additional responsibilities or tasks as assigned.

⛳️ Requirements

• Generally 2–3 years of relevant experience.

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

• Familiarity with competitive marketplace trends and product offerings.

• Understanding of 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 specified timeframe to fully function in the role.

• Basic understanding of Risk Management & Compliance.

• Specialized knowledge is beneficial.

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

• Effective organizational skills.

• Strong collaboration and teamwork abilities.

• Good analytical and problem-solving capabilities.

• Availability to work between 8:00 AM and 6:00 PM EST, Monday to Friday, totaling 37.5 hours per week.

• Fluency in French and English is required to assist clients and team members both within and outside Quebec.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Fully virtual/work-from-home arrangement.