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.