Spécialiste en investissement, BMO Ligne d'Action (Bilingue en français et en anglais)
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Investment Specialist, BMO InvestorLine (Bilingual in French and English) based in Canada.
This fully remote role offers an opportunity to support clients with their investment and wealth management needs.
You’ll play a central role in the client experience by identifying needs, recommending appropriate solutions, and providing high-quality service.
You’ll also contribute to business growth by identifying sales opportunities and referring clients to specialized internal teams when appropriate.
The position combines client advisory, sales, service, analysis, and problem-solving within a highly regulated financial environment.
You’ll maintain current knowledge of investment products, financial markets, industry trends, and applicable regulatory requirements.
The role is well suited to a bilingual professional who is organized, analytical, client-focused, and comfortable managing a wide range of financial inquiries.
You’ll work Monday to Friday, between 8:00 a.m. and 6:00 p.m. ET, for a total of 37.5 hours per week.
Accountabilities
Understand clients’ investment and wealth management objectives, needs, and individual circumstances to recommend appropriate products and strategies.
Build and maintain strong professional relationships with current and prospective clients through personalized, high-quality service.
Proactively contact clients to identify opportunities to improve their experience and address their investment needs.
Provide guidance on relevant investment products and services based on clients’ objectives and financial needs.
Achieve established sales objectives while maintaining a strong focus on appropriate investment solutions.
Identify opportunities for additional products and services and refer clients to other specialized teams when appropriate.
Complete required transactions and service activities during client interactions or direct requests to the appropriate internal teams.
Present relevant marketing programs, promotions, and initiatives during client conversations when appropriate.
Maintain current knowledge of investment markets, industry practices, products, and emerging trends.
Stay informed about consumer needs, industry best practices, and regulatory developments affecting financial products and services.
Accurately document client interactions and maintain up-to-date information in relevant client management and service systems.
Complete all required documentation following client interactions to ensure requests are processed accurately and efficiently.
Escalate complex or unresolved client situations to the appropriate senior leaders when necessary.
Analyze client issues, determine appropriate next steps, and support timely resolution within established procedures.
Protect the confidentiality of client and company information at all times.
Identify and report suspicious activity that may be associated with money laundering or terrorist financing.
Comply with applicable regulatory, compliance, consumer protection, privacy, and anti-money laundering requirements.
Handle complex and varied requests while operating within established policies, procedures, and authority limits.
Take on additional responsibilities and duties as required by the business and team.
2-3 years of relevant professional experience, ideally in financial services, investments, wealth management, sales, or client service.
Post-secondary education in a relevant field is preferred, or an equivalent combination of education and professional experience.
High school diploma or equivalent work experience as a minimum.
Fluency in both French and English, spoken and written, as the role supports clients and team members across Quebec and other Canadian provinces.
Good knowledge of investment and wealth management products, services, industry trends, and competitive offerings.
Understanding of sales, client service, and investment advisory processes.
Successful completion of the Canadian Securities Course (CSC) and possession of an investment representative license through the Canadian Investment Regulatory Organization (CIRO) are preferred.
Ability to complete the Canadian Investment Regulatory Exam (CIRE) and applicable derivatives examination within the required timeframe to become fully operational in the role.
Functional understanding of risk management, compliance, and regulatory requirements within the financial services industry.
Strong written and verbal communication skills, with a professional and client-focused approach.
Good analytical and problem-solving abilities, including the ability to assess client needs and determine appropriate solutions.
Strong organizational skills and the ability to manage multiple requests and priorities effectively.
Ability to collaborate effectively with internal teams and make appropriate referrals to specialized groups.
Strong commercial awareness, active listening skills, and the ability to identify relevant opportunities while maintaining a high standard of client service.
Excellent attention to detail and commitment to accuracy, confidentiality, and regulatory compliance.
Ability to work independently and effectively in a fully remote environment.
Legally authorized to work in Canada.
Annual salary range of $40,500 to $80,000, depending on location, experience, skills, education, and qualifications.
Potential commission structure depending on the applicable compensation model.
Total compensation may include performance bonuses, discretionary bonuses, and other rewards.
Health insurance.
Accident and life insurance.
Retirement savings plans.
Tuition reimbursement opportunities.
100% remote work from within Canada.
Full-time schedule of 37.5 hours per week, Monday to Friday, with availability between 8:00 a.m. and 6:00 p.m. ET.
Training and professional coaching to support development in the role.
Leadership support and networking opportunities.
Continuous learning and professional development opportunities.
Inclusive, equitable, and accessible work environment.
Accommodation available upon request throughout the recruitment process.