Term Investment Specialist (Bilingual - French and English) - Remote

Overview

The Term Investment Specialist at BMO Investment Centre is responsible for understanding customer needs and providing wealth and investment-related sales and services to BMO customers or prospects, with a focus on bilingual communication in French and English.

In Short

• Provide wealth and investment advice to customers.
• Achieve sales targets for investment products.
• Manage customer inquiries and transactions professionally.
• Maintain knowledge of investment markets and trends.
• Ensure compliance with regulatory requirements.
• Collaborate with internal business groups as needed.
• Document customer interactions accurately.
• Fluency in French and English is required.
• Work towards Canadian Securities Course (CSC) or IFIC course.
• Provide exceptional customer service and support.

Requirements

• 1-2 years of relevant experience in sales or financial services.
• Post-secondary degree in a related field is desirable.
• Knowledge of BMO Investment products and services.
• Strong verbal and written communication skills.
• Good organizational and collaboration skills.
• Analytical and problem-solving skills.
• Understanding of risk management and compliance.
• Ability to handle complex customer situations.
• Willingness to learn and adapt to new challenges.
• Commitment to maintaining confidentiality.

Benefits

• Health insurance and accident/life insurance.
• Tuition reimbursement for further education.
• Retirement savings plans.
• Performance-based incentives and bonuses.
• Support for professional development and training.
• Inclusive and equitable workplace environment.
• Access to resources for personal and professional growth.
• Opportunities for networking and collaboration.
• Flexible work arrangements.
• Employee recognition programs.