BMO U.S.

Bilingual Partner Support Specialist, French and English

BMO U.S.

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$38,500 - CA$71,000 per year

About the role

  • Provides professional support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance.
  • Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners.
  • Owns and follows up on complex files, making it easy for Partners to do business.
  • Understands customer needs and delivers tailored wealth and investment-related solutions.
  • Manages transactional outcomes and escalates unresolved situations to senior team members as needed.
  • Maintains current knowledge of investment markets, trends, and practices.
  • Incorporates relevant marketing programs and promotions into customer interactions.

Requirements

  • 2–3 years of relevant experience, ideally in financial services or investment operations.
  • Post-secondary education in a related field or equivalent work experience.
  • Strong knowledge of BMO Investment / BMO InvestorLine products and services.
  • Understanding of competitive market trends and product offerings.
  • Familiarity with risk management and compliance practices.
  • Excellent verbal and written communication skills.
  • Bilingualism (French and English) preferred.
  • Strong collaboration and team skills.
  • Analytical thinking and problem-solving capabilities.
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
  • Other perks and rewards
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesinvestment operationsBMO Investment productsBMO InvestorLine productsrisk managementcompliance practicesanalytical thinkingproblem-solving
Soft Skills
verbal communicationwritten communicationcollaborationteam skillscustomer servicetailored solutions