Bilingual Investment Specialist-Mutual Funds, BMO Investment Centre (French and English)
BMO US(1 month ago)
About this role
A BMO Wealth Sales & Service Representative provides wealth and investment guidance and support to customers remotely, helping them select products and strategies that meet their objectives. The role supports customers across Quebec and beyond, requires bilingual French and English proficiency, and operates within BMO’s compliance and regulatory framework. It is a client-facing position with scheduled hours and potential commission elements.
Required Skills
- Wealth Advice
- Investment Products
- Sales
- Customer Service
- Compliance
- Anti-Money Laundering
- Documentation
- Communication
- Collaboration
- Analytical Thinking
Qualifications
- Completed Canadian Securities Course (CSC)
- IFIC
- CIRO Licensed
- Post-Secondary Degree (Desirable)
- High School Diploma
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.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Investment Advisor (French/English)
iA Private Wealth(1 month ago)
Associate Investment Advisor
TD Bank Group(19 days ago)
Investment Specialist - Funds
Julius Baer(20 days ago)
Conseiller principal ou conseillère principale, Encadrement de la pratique
Desjardins(1 month ago)
Manager, Financial Crime Compliance
EMIS Insights(1 month ago)
Developing Investment Advisor
TD Bank Group(19 days ago)