Bilingual Investorline

BMO U.S.

. Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects .

Posted 11/5/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth and investment strategies, providing tailored advice to customers while achieving sales targets. Maintains compliance with regulatory requirements and possesses strong analytical and problem-solving skills.

Highest-signal resume keywords

Wealth ManagementInvestment StrategiesSales Target AchievementRisk Management & ComplianceCustomer Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Knowledge of BMO Investment ProductsCanadian Securities Course (CSC)IFIC CourseIIROC Licensed Investment RepresentativeMarket AnalysisRegulatory ComplianceSales and Service ActivitiesDocumentation CompletionCustomer Needs AssessmentOutbound Sales Calls

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsCollaboration SkillsAnalytical SkillsProblem-Solving Skills

Certifications & Qualifications

Canadian Securities Course (CSC)IFIC CourseIIROC License

Industry Keywords

AML/ATF ComplianceFCAC Consumer ProvisionsPrivacy Act ProvisionsInvestment Market TrendsCustomer Experience Enhancement

About the role

Key responsibilities & impact

Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects
Advise customers on wealth and investment strategies and products that meet their objectives
Fulfill sales and service activities in accordance with approved procedures
Identify and make referrals to other business groups as needed
Make outbound calls and proactively identify opportunities to enhance customer experience
Stay current on consumer needs, industry trends, best practices, and the regulatory environment
Provide professional quality sales and service for customer and prospect inquiries, issues, and requests
Probe to understand customer needs and advise them through their unique investment needs
Achieve sales targets focused on relevant investment products
Manage transactional outcomes of customer contacts or refer to appropriate internal business groups
Escalate complex or unresolved customer situations to senior managers
Complete required documentation after customer interactions
Maintain current knowledge of investment markets, practices, and trends and integrate it into customer conversations
Integrate marketing promotions and programs into customer conversations where appropriate
Maintain confidentiality of customer and Bank information
Identify and report suspicious patterns related to money laundering
Adhere to regulatory and compliance requirements, including AML/ATF, FCAC consumer provisions, and Privacy Act provisions
Complete complex and diverse tasks within given rules and limits, including escalations from other employees
Analyze issues and determine next steps
Apply BMO's Risk Management Framework, Risk Culture, and approved Risk Appetite while protecting bank assets and adhering to policies, laws, and regulations
Perform other broader work or accountabilities as assigned

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
High school diploma or equivalent work experience
Knowledge of competitive market place trends and product offerings
Knowledge of BMO Investment / BMO InvestorLine products and services
Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
Some understanding of Risk Management & Compliance
Specialized knowledge
Good verbal and written communication skills
Good organization skills
Good collaboration and team skills
Good analytical and problem solving skills

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process