Customer Support Advisor, Bmo Investorline (bilingual - French And English)

BMO

Quebec, Canada
Base: $36,000.00 - $54,500.00; bonus/equity: commi...
Fully remote
Bilingual french and english communication
Customer needs assessment
Investment product sales
Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects

Job Summary

  • Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects.
  • Achieve sales targets with a focus on relevant investment products and manage transactional outcomes.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects.

Salary

Base: $36,000.00 - $54,500.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings

Skills & Requirements

Must-have

  • Bilingual French and English communication
  • Customer needs assessment
  • Investment product sales
  • Regulatory compliance adherence
  • Remote work environment

Nice-to-have

  • Proactive customer engagement
  • Market trend integration
  • Cross-functional referrals
  • Continuous learning mindset

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree desirable
  • High school diploma or equivalent
  • Knowledge of BMO InvestorLine products
  • Working towards CIRE via CIRO preferred

Work Rights

Not specified

Tailored Resume

Cover Letter