Investment Specialist, Bilingual – French and English

BMO U.S.

Investment Specialist providing bilingual (French and English) wealth and investment advice at BMO. Focused on customer needs, sales targets, and compliance requirements while working remotely.

Posted 5/1/2026full-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
May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided
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
Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
Integrates marketing promotions and programs into customer conversations where appropriate
Maintains the confidentiality of customer and Bank information
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or an 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
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
Verbal & written communication skills - Good in both French and English
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementinvestment strategiessales targetscustomer serviceregulatory compliancerisk managementfinancial analysisinvestment productsdocumentationmarket analysis

Soft Skills

communication skillsorganizational skillscollaboration skillsanalytical skillsproblem solvingcustomer relationship managementproactive approachescalation managementcustomer needs assessmentteamwork

Certifications

Canadian Securities Course (CSC)CIRO licensed as an Investment RepresentativeCanadian Investment Regulatory Exam (CIRE)Derivatives Exam