Investment Specialist, Bilingual (French, English)

🔥 19 hours ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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

• 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 that meet their objectives • Fulfill sales and service activities in accordance with approved procedures • Identify and make referrals to other business groups as needed • Make outbound calls and proactively identify opportunities to enhance customer experience with suitable investment products • Stay current on 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 through unique 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 situations to senior managers • Complete documentation after customer interactions • Maintain current knowledge of investment markets, practices, and trends and apply it in customer conversations • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity related to money laundering • Adhere to regulatory and compliance requirements, including AML/ATF, FCAC consumer provisions, and Privacy Act provisions • Complete complex and diverse tasks within established rules and limits, including escalations from other employees • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations • Perform broader work or accountabilities as assigned

🎯 Requirements

• Strong verbal and written language skills in both French and English • Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) • Typically between 2 - 3 years of relevant experience • Post-secondary degree in 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 will need to be completed during a specified time to become fully functional in 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 • Fluency in French and English to support clients and team members inside and/or outside Quebec

🏖️ Benefits

• Work from home/Fully virtual • 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 and network-building opportunities • Accommodations available on request during the selection process