Advisor, BMO adviceDirect (Bilingual - French and English) WFH
BMO US(1 month ago)
About this role
An Advisor for BMO adviceDirect (bilingual French and English) within the Wealth Sales & Service group, working fully remote in a permanent full-time capacity. The role is based in a virtual contact centre and supports BMO’s online investing platform, focusing on client-facing investment guidance and servicing. The position requires availability Monday–Friday between 8am and 6pm EST.
Required Skills
- Investment Advice
- Client Service
- Phone Support
- Onboarding
- Account Access
- Trade Orders
- Investment Strategies
- Suitability
- Sales
- Communication
+2 more
Qualifications
- 4 Years Relevant Experience
- Post-secondary Degree or Diploma
- Canadian Securities Course (CSC)
- Conduct and Practice Handbook (CPH)
- Canadian Investment Regulatory Exam (CIRE)
- Bilingual French and English
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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