BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
Bilingual Investment Specialist
🔥 0 minutes ago
🇨🇦 Canada – Remote
💵 $38.5k - $71k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🗣️🇫🇷 French Required
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BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
📋 Description
• Support customers primarily in the inbound call queue at the BMO Investment Centre • Become an expert in understanding customer needs • Provide wealth and investment-related sales and service • Support customers through onboarding of new accounts and investment transactions • Review customers' goals and objectives to ensure appropriate investment products and services
🎯 Requirements
• Typically between 1 and 3 years of relevant professional experience • Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) • 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 • Bilingualism in French and English is a strong asset • Bilingualism in English and Cantonese or Mandarin will be considered an asset
🏖️ Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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