Investment Specialist - BMO Investorline (Bilingual - French and English)

Application Deadline:

03/29/2026

Address:

VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group:

Wealth Sales & Service

Work from home

Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.

Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.

Provides professional qual...