Spécialiste en investissement, BMO Ligne d'Action (Bilingue en français et en anglais)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Investment Specialist, BMO InvestorLine (Bilingual in French and English) based in Canada.

This fully remote role offers an opportunity to support clients with their investment and wealth management needs.
You’ll play a central role in the client experience by identifying needs, recommending appropriate solutions, and providing high-quality service.
You’ll also contribute to business growth by identifying sales opportunities and referring clients to specialized internal teams when appropriate.
The position combines client advisory, sales, service, analysis, and problem-solving within a highly regulated financial environment.
You’ll maintain current knowledge of investment products, financial markets, industry trends, and applicable regulatory requirements.
The role is well suited to a bilingual professional who is organized, analytical, client-focused, and comfortable managing a wide range of financial inquiries.
You’ll work Monday to Friday, between 8:00 a.m. and 6:00 p.m. ET, for a total of 37.5 hours per week.