Bilingual Partner Support Specialist, BMO Investorline; French and English
Job Description & How to Apply Below
Location: Montreal
Final date to receive applications:
03/12/2026
Address:
VIRTUAL
61 - REMOTE/TELETRAVAIL - QC - BMO
Job Family Group:
Wealth Sales & Service
Role Summary This role provides professional support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance. It focuses on delivering exceptional service and investment-related guidance to customers and prospects, while ensuring compliance and operational excellence.
Key Responsibilities Partner Support & Relationship Management
Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services.
Ownership & Follow-Through
Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand.
Customer Needs & Service Excellence
Understands customer needs and delivers tailored wealth and investment-related solutions. Probes effectively to uncover unique requirements and ensures a seamless experience.
Issue Resolution & Escalation
Manages transactional outcomes and escalates unresolved or complex situations to senior team members or managers as needed.
Documentation & Accuracy
Reviews and processes documentation during Partner and customer interactions to ensure accuracy and completeness.
Market Knowledge & Integration
Maintains current knowledge of investment markets, trends, and practices, integrating insights into customer conversations professionally.
Marketing & Promotion Integration
Incorporates relevant marketing programs and promotions into customer interactions where appropriate.
Compliance & Risk Management
Adheres to all regulatory and compliance requirements, including Anti-Money Laundering (AML), Terrorist Financing, FCAC consumer provisions, and the Privacy Act.
Suspicious Activity Reporting
Identifies and reports suspicious patterns of activity that may be related to money laundering or other financial crimes.
Outbound Engagement
May initiate outbound calls to resolve complex situations and ensure customer satisfaction.
Additional Duties
Completes diverse tasks within established guidelines and may handle escalations from other employees. Broader accountabilities may be assigned as needed.
Qualifications 2-3 years of relevant experience, ideally in financial services or investment operations.
Post-secondary education in a related field or equivalent work experience.
Strong knowledge of BMO Investment / BMO Investor Line products and services.
Understanding of competitive market trends and product offerings.
Familiarity with risk management and compliance practices.
Excellent verbal and written communication skills.
Bilingualism (French and English) preferred.
Strong collaboration and team skills.
Analytical thinking and problem-solving capabilities.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .
Salary:
$38,500.00 - $71,000.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
About Us
At BMO we are driven by a shared
Purpose:
Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform…
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