Partner Support Specialist, Bmo Investorline (bilingual In French And English) Wfh
BMO Financial Group
Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Bilingual french and english fluency
2-3 years financial services experience
Investment operations knowledge
This role serves as the primary point of contact for Financial Planners and Branch Partners to support investment-related inquiries and account maintenance
Job Summary
This role serves as the primary point of contact for Financial Planners and Branch Partners to support investment-related inquiries and account maintenance.
Candidates must adhere to strict regulatory requirements including Anti-Money Laundering (AML) and Terrorist Financing protocols while ensuring operational excellence.
The position offers a competitive salary range, health insurance, tuition reimbursement, and retirement savings plans within an inclusive workplace culture.
Matching Summary
This role serves as the primary point of contact for Financial Planners and Branch Partners to support investment-related inquiries and account maintenance.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings
Skills & Requirements
Must-have
Bilingual French and English fluency
2-3 years financial services experience
Investment operations knowledge
Compliance and risk management adherence
Nice-to-have
Strong analytical thinking skills
Excellent verbal communication abilities
Collaborative team player mindset
Key Requirements
Post-secondary education or equivalent work experience
Fluency in both French and English languages
2–3 years relevant experience in financial services