Bilingual (eng/fr) Client Service Associate

BMO

Ottawa, ON, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: commi...
Bilingual english french required
Investment representative registration
Canadian securities course completion
This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to grow relationships

Job Summary

  • This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to grow relationships.
  • The position requires executing client-initiated trades, handling account maintenance, and resolving inquiries in a timely and confidential manner.
  • Candidates must maintain compliance with regulatory requirements while fostering long-term client trust through professional advice and customized investment solutions.

Matching Summary

This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to grow relationships.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: Commission structure included; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Bilingual English French required
  • Investment Representative registration
  • Canadian Securities Course completion
  • Trade processing and account maintenance
  • Client relationship management

Nice-to-have

  • Knowledge of insurance and group products
  • Trust and estate services knowledge
  • Financial and retirement planning expertise
  • Mentoring and coaching junior staff
  • Collaborative team environment

Key Requirements

  • 3-5 years relevant experience
  • Current Investment Representative (IR) registration
  • Successful Canadian Securities Course completion
  • 10 CO credits over 2-year cycle
  • Advanced knowledge of administrative procedures

Work Rights

Not specified

Tailored Resume

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