Investment Specialist, Bmo Investment Centre (bilingual French And English) Wfh

BMO Financial Group

Quebec, CA
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Inbound call queue support
Customer relationship building
Wealth management product knowledge
BMO Financial Group is seeking a bilingual Investment Specialist for their remote Investment Centre in Quebec, focusing on providing exceptional investment advice and customer service. The ideal candidate will have experience in wealth management, be passionate about helping clients achieve their financial goals, and have completed relevant certifications

Job Summary

  • This remote role focuses on delivering sound investment advice while putting the customer at the center of every interaction.
  • The position involves supporting customers through account 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 in Quebec, focusing on providing exceptional investment advice and customer service. The ideal candidate will have experience in wealth management, be passionate about helping clients achieve their financial goals, and have completed relevant certifications.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Inbound call queue support
  • Customer relationship building
  • Wealth management product knowledge

Nice-to-have

  • Resilient and passionate attitude
  • Curious about market trends
  • Positive customer service mindset

Key Requirements

  • 1 to 3 years relevant professional experience
  • Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
  • Bilingualism in French and English required

Work Rights

Not specified

Tailored Resume

Cover Letter