Elevate your career as a Bilingual Investment Specialist with BMO, delivering exceptional investment advice remotely. Support Canadian clients and help them achieve their financial objectives in a dynamic online environment.

BMO Financial Group seeks a motivated Investment Specialist for its remote Investment Centre. This role requires you to build meaningful customer relationships and provide tailored wealth and investment solutions. You will handle inbound inquiries, assist with onboarding, and guide clients on mutual funds and term investments to align with their financial goals.

Key Responsibilities:



• Provide wealth management and investment-related service to clients • Support customers through mutual fund transactions • Build trust and maintain lasting customer relationships • Understand customer needs and tailor investment strategies • Conduct onboarding for new accounts in a compliant manner

Requirements: • 1-3 years relevant professional experience • Completed Canadian Securities Course or IFIC course • Fluent in French and English for client support • Strong listening, communication, and organizational skills • Passionate about investments and market trends

Leverage your skills to deliver outstanding investment solutions while enjoying the flexibility of work from home. #J-18808-Ljbffr

📌 Bilingual Investment Specialist at BMO (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg