Investment Specialist - Bmo Investorline (bilingual In French And English) Wfh

BMO Financial Group

Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
Fully remote
Fluent in french and english
Work from home availability
Investment product knowledge
The role involves advising customers on wealth and investment strategies to meet their specific objectives

Job Summary

  • The role involves advising customers on wealth and investment strategies to meet their specific objectives.
  • Employees must be fluent in both French and English to support clients inside and outside Quebec.
  • The position offers a competitive salary range, performance-based incentives, and comprehensive health benefits.

Matching Summary

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

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure and performance incentives possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

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

  • Proactive opportunity identification
  • Strong analytical skills
  • Team collaboration abilities
  • Regulatory compliance awareness

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree or equivalent
  • Canadian Securities Course (CSC) preferred
  • CIRO Investment Representative license required
  • Derivatives Exam completion required

Work Rights

Not specified

Tailored Resume

Cover Letter