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BMO U.S.

Investment Specialist, Mutual Funds – Bilingual in English and in French

BMO U.S.

. Primarily support customers in the inbound call queue at the BMO Investment Centre .

Posted 10/7/2026full-timeRemote • CanadaJunior💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in customer relationship management and wealth investment services, with a strong foundation in industry regulations and competitive product knowledge. Proficient in delivering exceptional customer experiences while effectively managing onboarding and transaction processes.

Highest-signal resume keywords
Canadian Securities Course (CSC)Investment Funds in Canada Course (IFIC)Customer Relationship ManagementWealth and Investment ServicesBilingual Communication (French and English)

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Mutual Fund TransactionsTerm Investment TransactionsSales and Service ActivitiesUnderstanding of Industry RegulationsKnowledge of Competitive Marketplace Trends
Soft Skills
Excellent Communication SkillsOrganizational SkillsTime Management SkillsListening SkillsResilience
Certifications & Qualifications
Canadian Securities Course (CSC)Investment Funds in Canada Course (IFIC)
Industry Keywords
Customer ExperienceInvestment ProductsOnboardingSales SupportInvestment Centre

About the role

Key responsibilities & impact
  • Primarily support customers in the inbound call queue at the BMO Investment Centre
  • Build trust and meaningful customer relationships
  • Deliver an excellent customer experience
  • Understand customer needs and provide wealth and investment-related sales and service
  • Support customers through onboarding of new accounts
  • Process mutual fund and term investment transactions
  • Review customers’ goals and objectives and ensure they are set up with appropriate investment products and services
  • Fulfill sales and service activities in accordance with approved procedures

Requirements

What you’ll need
  • Typically between 1 and 3 years of relevant professional experience
  • Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course
  • Good knowledge and understanding of competitive marketplace trends and product offerings
  • Some knowledge and understanding of industry regulations and standards
  • Excellent communication, organizational, time management, and listening skills
  • Strong verbal and written language skills in both French and English
  • Resilient, passionate, and curious
  • Ability to work in a fast-paced environment

Benefits

Comp & perks
  • Performance-based incentives
  • Discretionary bonuses
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • 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