Investment Specialist, Bilingual French/English

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BMO U.S.

WebsiteLinkedInAll Job Openings

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 in the inbound call queue at the BMO Investment Centre • Build meaningful customer relationships and deliver an amazing customer experience • Become an expert in understanding customer needs and providing investment-related sales and service • Support customers through onboarding of new accounts and investment transactions • Review customers goals and objectives ensuring they are set up with appropriate products

🎯 Requirements

• Typically between 1 and 3 years of relevant professional experience • Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course • Good knowledge and understanding of competitive marketplace trends and product offerings • Some knowledge and understanding of industry regulations and standards • Excellent communication, organizational, time management, and listening skills • Resilient, passionate, and curious • Bilingualism is a strong asset (French and English), knowledge of Cantonese or Mandarin will be considered an asset

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans