BMO
Financial Services
InvestmentSpecialist-BMOInvestorline(BilingualinFrenchandEnglish)WFH
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Specialist - BMO Investorline (Bilingual in French and English) WFH at BMO. Skills: Investment sales, Client service, Wealth strategies. Understand customer needs. Provide wealth and investment sales”
What You'll Achieve.
Achieves sales targets
Industry & Context.
Analytical skills; Problem solving skills
What They're Looking For.
Must Have
High school diploma or equivalent work experience, Knowledge of competitive market place trends, Knowledge of BMO Investment / BMO InvestorLine products and services, Verbal & written communication skills - Good in both French and English, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Post-secondary degree in related field of study desirable, Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative, Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role
What You'll Do.
Understand customer needs
Provide wealth and investment sales
Provide investment service
Advise customers on wealth strategies
Advise customers on investment strategies
Advise customers on investment products
Fulfill sales activities
Fulfill service activities
Make outbound calls to customers
Proactively look for opportunities
Enhance customer experience
Provide products that meet investment needs
Stay abreast of consumer needs
Stay abreast of industry trends
Stay abreast of best practices
Stay abreast of regulatory environment
Provide professional quality sales
Provide professional quality service
Probe to understand customer needs
Advise customers through investment needs
Achieve sales targets
Manage transactional outcomes
Refer to appropriate internal business groups
Escalate unresolved customer situations
Perform required documentation
Ensure customer requests are accurately processed
Maintain current knowledge of investment markets
Integrate marketing promotions
Integrate marketing programs
Maintain confidentiality of customer information
Maintain confidentiality of Bank information
Identify suspicious patterns of activity
Report suspicious patterns of activity
Adhere to regulatory requirements
Adhere to compliance requirements
Complete complex tasks
Complete diverse tasks
Handle escalations from other employees
Assign broader work or accountabilities
How You'll Work.
Team & Collaboration
Support clients and team members
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 06/19/2026 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) 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 inquires, 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, includin
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