Bilingual Investment Specialist - Investment Centre - WFH

Investment Specialist – BMO Investment Centre (Bilingual French & English) – WFH

Are you ready to build your career in the investment industry while working from home?

This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home.

Whether you are new to Wealth Management or already have experience, our contact centre is the right place for you.

• You are seeking a role that focuses on delivering sound investment advice, putting the customer at the center of every interaction.
• You love interacting with people and are passionate about helping Canadians invest smarter.
• You have a passion for investments and stay up‑to‑date on the latest market news.
• You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people.
• You enjoy learning about a customer's financial situation and educating them to meet their financial goals.
• Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.

• Stand out in a contact centre environment by primarily supporting customers in the inbound call queue at the BMO Investment Centre.
• Invoke trust and build meaningful customer relationships – delivering an amazing customer experience.
• Become an expert in understanding customer needs and provide wealth and investment‑related sales and service to BMO customers or prospects.
• Support customers through onboarding of new accounts, mutual fund and term investment transactions, reviewing their goals and objectives, ensuring they are set up with appropriate investment products and services.
• Fulfill sales and service activities in accordance with approved procedures.

• Typically between 1 and 3 years of relevant professional experience.
• Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course.
• Good knowledge of the competitive marketplace trends and product offerings.
• Some knowledge of industry regulations and standards.
• Excellent communication, organizational, time‑management, and listening skills.
• Resilient, passionate and curious.
• Bilingualism in French and English. Bilingualism in English and Cantonese or Mandarin will be considered an asset as well.

Fluency in French and English is required; this role supports clients and team members inside and outside the province of Quebec.

$38,500.00 – $71,000.00 (Salaried)

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates of all abilities.