Investment Specialist, Mutual Funds (Bilingual in English and in French)

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="text-align:left"><span>Application Deadline:</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div>12/31/2026<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Address:</span></p>VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO<p style="text-align:inherit"></p><p style="text-align:inherit"></p><div><div><div><div><div><div><div><p style="text-align:left">Job Family Group:</p></div></div></div></div></div></div></div>Wealth Sales & Service<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">Investment Specialist, BMO Investment Centre (Bilingual in French and in English) Work from home 100%</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Are you ready to build your career in the investment industry while working from home?

</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Whether you are new to Wealth Management or already have experience, our contact center is the right place for you!

</span></span></li></ul><br /><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">Who you are?</span></b><span style="font-size:inherit"> </span></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision.

</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">You love interacting with people and are passionate about helping Canadians invest smarter. </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">You have a passion for investments and stay up-to-date on the latest market news. </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them.

</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">You enjoy learning about a customers financial situation, as well as educating and helping people to meet their financial goals. </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.

</span></span></li></ul><br /><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What your day looks like?</span></b></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Breaking the mold of a traditional contact centre environment, the Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre.

</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">A successful Investment Specialist will invoke trust and build meaningful customer relationships – delivering an amazing customer experience; no matter what obstacles you face </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.

</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures.

</span></span></li></ul><br /><p><span style="color:#4a4a4a"><b><span style="font-size:inherit">What are the qualifications you bring?</span></b></span></p><p><span style="color:#4a4a4a"><span style="font-size:inherit">We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our customers. Successful candidates will have: </span></span></p><ul><li><span style="color:#4a4a4a"><span style="font-size:inherit">Typically between 1 and 3 years of relevant professional experience </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Good knowledge and understanding of the competitive marketplace trends and product offerings </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Some knowledge and understanding of industry regulations and standards given our industry is highly regulated</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers </span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Resilient, passionate and curious because your day will have its fair share of opportunities.

</span></span></li><li><span style="color:#4a4a4a"><span style="font-size:inherit">Language preferences for role: Strong verbal and w