Investment Specialist – Bilingual in French and English

BMO U.S.

Investment Specialist supporting inbound calls at the BMO Investment Centre. Focusing on delivering investment advice and building customer relationships.

Posted 5/8/2026full-timeRemote • 🇨🇦 CanadaJunior💰 CA$38,500 - CA$71,000 per yearWebsite

About the role

Key responsibilities & impact

Primarily support customers in the inbound call queue at the BMO Investment Centre
Invoke trust and build meaningful customer relationships
Deliver an amazing customer experience, regardless of obstacles
Become an expert in understanding customer needs and providing wealth and investment-related sales and services
Support customers through onboarding new accounts, Mutual Fund and Term investment transactions, reviewing customer goals and objectives

Requirements

What you’ll need

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 the competitive marketplace trends and product offerings
Some knowledge and understanding of industry regulations and standards
Excellent communication, organizational, time management, and listening skills
Bilingualism is a strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset as well.

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

Canadian Securities Course (CSC)Investment Funds in Canada Course (IFIC)wealth managementinvestment transactionscustomer onboarding

Soft Skills

communicationorganizationaltime managementlisteningrelationship building

Certifications

Canadian Securities Course (CSC)Investment Funds in Canada Course (IFIC)