Remote Bilingual Investment Specialist

Location: Quebec

Join BMO Investment Centre as a remote Bilingual Investment Specialist providing expert investment advice. This role focuses on supporting clients in Quebec with tailored solutions for their financial needs.

As an Investment Specialist, you will support clients by delivering high-quality service during inbound calls and guiding them through the onboarding process. Addressing investment goals and compliance standards are crucial in building long-term relationships based on trust. This role requires fluency in both French and English to cater to a diverse clientele.

Key Responsibilities:

• Provide exceptional customer experience on inbound calls

• Guide clients through account onboarding processes

• Review investment goals to recommend suitable products

• Ensure compliance with regulatory and internal standards

• Build long-term trust with clients

Requirements:

• 1-3 years of relevant experience in investment

• Completed Canadian Securities Course or IFIC

• Strong understanding of market trends and regulations

• Excellent communication and organizational skills

• Bilingual in French and English

Deliver expert investment advice and support as a vital part of BMO's remote client service team.
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