Bilingual Wealth Management Advisor (French and English) - Remote

Overview

This is a remote position for a Bilingual Wealth Management Advisor at BMO, focusing on delivering investment advice and building strong client relationships.

In Short

• Work from home as a Wealth Management Advisor.
• Provide customized investment advice to clients.
• Support clients with onboarding and account access.
• Assist with various trade orders and investment strategies.
• Maintain strong client relationships and trust.
• Work in a fast-paced contact center environment.
• Must be fluent in French and English.
• Have a minimum of 2 years of relevant professional experience.
• Complete Canadian Securities Course and be CIRO licensed.
• Knowledge of various investment products and strategies.

Requirements

• Bilingual in French and English.
• 2+ years of professional experience in wealth management.
• Completed Canadian Securities Course (CSC).
• Knowledge of investment products like equity, mutual funds, and bonds.
• Excellent communication and organizational skills.
• Understanding of industry regulations and standards.
• Strong listening skills and ability to understand client needs.
• Industry accreditations preferred (CIM, CFA, CFP).
• Passion for helping clients achieve financial goals.
• Ability to work in a fast-paced environment.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and bonuses.
• Tools and resources for career growth.
• Supportive work environment.
• Inclusive and accessible workplace.
• Opportunities for professional development.
• Flexible working conditions.