Investment 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
Fluent in french and english
Work from home availability
Investment product knowledge
The role involves advising customers on wealth and investment strategies that meet their specific objectives

Job Summary

  • The role involves advising customers on wealth and investment strategies that meet their specific objectives.
  • Employees must be fluent in both French and English to support clients inside and outside Quebec.
  • The position offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role involves advising customers on wealth and investment strategies that meet their specific objectives.

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

  • Fluent in French and English
  • Work from home availability
  • Investment product knowledge
  • Sales target achievement
  • Customer needs analysis

Nice-to-have

  • Strong analytical skills
  • Team collaboration abilities
  • Proactive customer engagement
  • Regulatory compliance awareness

Key Requirements

  • 2-3 years relevant experience
  • Completed Canadian Securities Course (CSC)
  • CIRO Investment Representative license
  • Post-secondary degree desirable
  • Knowledge of BMO InvestorLine products

Work Rights

Not specified

Tailored Resume

Cover Letter