Role Summary This role provides professional support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance. It focuses on delivering exceptional service and investment-related guidance to customers and prospects, while ensuring compliance and operational excellence.

Role Summary This role provides skilled support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance. It focuses on delivering exceptional service and investment-related guidance to customers and prospects, while ensuring compliance and operational excellence.

Partner

Support & Relationship Management Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services. Ownership & Follow-Through Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand.

Customer

Needs & Service Excellence Understands customer needs and delivers tailored wealth and investment-related solutions.

Issue

Resolution & Escalation Manages transactional outcomes and escalates unresolved or complex situations to senior team members or managers as needed. Documentation & Accuracy Reviews and processes documentation during Partner and customer interactions to ensure accuracy and completeness.

Market

Knowledge & Integration Maintains current knowledge of investment markets, trends, and practices, integrating insights into customer conversations professionally.



Marketing & Promotion Integration Incorporates relevant marketing programs and promotions into customer interactions where appropriate. Compliance & Risk Management Adheres to all regulatory and compliance requirements, including Anti-Money Laundering (AML), Terrorist Financing, FCAC consumer provisions, and the Privacy Act.

Outbound Engagement

May initiate outbound calls to resolve complex situations and ensure customer satisfaction. Post-secondary education in a related field or equivalent work experience. ~ Familiarity with risk management and compliance practices. ~ Bilingualism (French and English) preferred. ~ You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people.

We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process. #

📌 Partner Support Specialist, BMO Investorline (Bilingual in French and English) WFH (Quebec City)
🏢 BMO
📍 Quebec City