Investment Specialist, Bmo Investment Centre (bilingual French And English) Wfh
BMO Financial Group
Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Inbound call queue management
Customer investment goal analysis
Wealth management product knowledge
BMO Financial Group is seeking a bilingual Investment Specialist for their remote Investment Centre, focusing on delivering exceptional investment advice and customer service. The ideal candidate will have 1-3 years of relevant experience, knowledge of investment products, and excellent communication skills, with a passion for helping customers achieve their financial goals
Job Summary
This remote role allows candidates to build a career in the investment industry while working from home every day.
The Investment Specialist is responsible for supporting customers through onboarding, mutual fund transactions, and reviewing financial goals.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
Match Score: 85
BMO Financial Group is seeking a bilingual Investment Specialist for their remote Investment Centre, focusing on delivering exceptional investment advice and customer service. The ideal candidate will have 1-3 years of relevant experience, knowledge of investment products, and excellent communication skills, with a passion for helping customers achieve their financial goals.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans