Investment Specialist, Bilingual – French, English

BMO U.S.

Investment Specialist advising BMO customers on wealth and investment strategies while achieving sales targets. Providing professional quality sales and service in a remote setup across Canada.

Posted 4/8/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$38,500 - CA$71,000 per yearWebsite

About the role

Key responsibilities & impact

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
Advises customers on wealth and investment strategies and products that meet customer’s objectives
Fulfills sales and service activities for the customer in accordance with approved procedures
Identifies and makes referrals to other business groups as needed
Provides professional quality sales and service for customer and prospect inquiries, issues, and requests
Probes to understand customer needs and advises them through their unique investment needs
Achieves sales targets with a focus on relevant investment products
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
Escalates complex or unresolved customer situations to senior managers as required
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
Maintains the confidentiality of customer and Bank information

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
post-secondary degree in related field of study desirable or equivalent combination of education and experience
High school diploma or equivalent work experience
Knowledge of competitive market place 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
Some understanding of Risk Management & Compliance
Good verbal & written communication skills in both French and English
Good organization skills
Good collaboration & team skills
Good analytical and problem-solving skills

Benefits

Comp & perks

health insurance
tuition reimbursement
accident and life insurance
retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

wealth managementinvestment strategiessales activitiescustomer serviceinvestment productsrisk managementcomplianceanalytical skillsproblem-solving

Soft Skills

communication skillsorganizational skillscollaboration skillsteam skillscustomer needs analysis

Certifications

Canadian Securities Course (CSC)CIRO licensed as an Investment Representative