Bilingual Investment Specialist – Mutual Funds

BMO U.S.

Bilingual Investment Specialist providing wealth and investment-related services to clients at BMO. Analyzing customer needs and advising on strategies and products to meet objectives.

Posted 5/1/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$38,500 - CA$71,000 per yearWebsite

About the role

Key responsibilities & impact

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 customer’s objectives
Fulfill sales and service activities for the customer in accordance with approved procedures
Identify and make 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
Stay abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided
Provide 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
Achieve sales targets with a focus on relevant investment products
Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups
Escalate complex or unresolved customer situations to senior managers as required
Perform any required documentation after completed customer interactions to ensure customer’s requests are accurately processed
Maintain current knowledge of investment markets, practices, and trends and integrate into customer conversations in a professional manner
Integrate marketing promotions and programs into customer conversations where appropriate
Maintain the confidentiality of customer and Bank information
Identify and report suspicious patterns of activity that are suspected to be related to money laundering
Adhere 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
Complete complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyze issues and determine 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) or IFIC course / CIRO licensed as an Investment Representative
Some understanding of Risk Management & Compliance
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good
Fluency in French and English

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 activitiescustomer serviceregulatory compliancerisk managementfinancial analysisproblem solvingmarket analysistransaction management

Soft Skills

communication skillsorganizational skillscollaboration skillsanalytical skillscustomer relationship managementproactive approachescalation managementconfidentialitycustomer needs assessmentteamwork

Certifications

Canadian Securities Course (CSC)IFIC courseCIRO licensed as an Investment Representative