Investment Specialist, Bilingual in French and English
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Job Description
BMO investment specialist advising Canadian clients on wealth products and investment services. Handling bilingual French-English sales, service, compliance, and investment inquiries remotely.
Responsibilities:
- Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects
- Advise customers on wealth and investment strategies and products aligned with their objectives
- Fulfill sales and service activities according to approved procedures
- Identify and refer customers to other business groups as needed
- Make outbound calls and proactively identify opportunities to enhance customer experience with suitable investment products
- Monitor consumer needs, industry trends, best practices, and the regulatory environment
- Provide professional sales and service for customer and prospect inquiries, issues, and requests
- Probe to understand customer needs and advise them on investment needs
- Achieve sales targets focused on relevant investment products
- Manage transactional outcomes or refer matters to appropriate internal business groups
- Escalate complex or unresolved customer situations to senior managers
- Complete required documentation after customer interactions
- Maintain current knowledge of investment markets, practices, and trends and apply it in customer conversations
- Integrate relevant marketing promotions and programs into customer conversations
- Maintain confidentiality of customer and Bank information
- Identify and report suspicious activity potentially related to money laundering
- Adhere to regulatory and compliance requirements, including AML/terrorist financing, FCAC consumer provisions, and Privacy Act requirements
- Handle complex and diverse tasks, including escalations from other employees
- Analyze issues and determine next steps
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with strategy, policies, laws, and regulations
- Perform other broader work or accountabilities as assigned
Requirements:
- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
- Knowledge of competitive marketplace trends and product offerings
- Knowledge of BMO Investment / BMO InvestorLine products and services
- Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred
- Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam must be completed within a specified time to become fully functional in the role
- Some understanding of Risk Management & Compliance
- Specialized knowledge
- Good verbal and written communication skills in both French and English
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
- Availability to work between 8:00 AM and 6:00 PM EST, Monday to Friday, 37.5 hours per week
- Fluency in French and English to support clients and team members inside and/or outside Quebec
Benefits:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Fully virtual/work-from-home arrangement
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