Bilingual Investment Specialist-Mutual Funds, BMO Investment Centre (French and English)
Job Description
Application Deadline: 07/30/2026
Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO
Job Family Group: Wealth Sales & Service
Language preferences for role: Strong verbal and written language skills in both French and English
Certifications: Must have completed IFIC or CSC
Work from home Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)
Expected start date: June 8th, 2026
Role Summary
Understand customer needs and provides wealth and investment‑related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products ...