Bilingual Investment Specialist - BMO Investment Centre - WFH

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Bilingual Investment Specialist – BMO Investment Centre (WFH) based in Canada.

This is a fully remote investment advisory and client service role within a high-volume contact centre environment, focused on helping Canadians make informed investment decisions. You will provide personalized investment guidance across mutual funds, term investments, and account onboarding while ensuring each client interaction is handled with care, accuracy, and professionalism. The role blends sales, advisory support, and financial education in a fast-paced, regulated environment. You will act as a trusted point of contact for customers, helping them clarify financial goals and select suitable investment solutions. Strong relationship-building and communication skills are essential, as you will manage inbound client inquiries while proactively identifying opportunities to deepen engagement. This is an excellent opportunity for individuals looking to build a long-term career in wealth and investment services from the comfort of home.

• Handle inbound client inquiries through the investment contact centre, providing guidance on investment products and services.
• Support clients with account onboarding, mutual fund transactions, and term investment solutions.
• Assess client financial goals and recommend appropriate investment options aligned with their needs and risk profile.
• Deliver high-quality, compliant advice and service in accordance with industry regulations and internal procedures.
• Build trust-based relationships with clients by providing accurate, timely, and empathetic support.
• Stay current on market trends, investment products, and competitive landscape to enhance client conversations.
• Identify opportunities to deepen client relationships and support long-term financial planning discussions.
• Maintain detailed and accurate records of client interactions and transactions within internal systems.

Requirements:

• 1–3 years of experience in financial services, investment advisory, banking, or a related client-facing role.
• Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC) certification required.
• Strong understanding of investment products, market fundamentals, and regulatory requirements.
• Excellent communication, listening, and interpersonal skills in both French and English (bilingualism required).
• Ability to thrive in a fast-paced, high-volume customer service or contact centre environment.
• Strong problem-solving skills with a customer-first and advisory mindset.
• Highly organized with strong time management and attention to detail.
• Resilient, adaptable, and motivated to continuously learn and develop in wealth management.

Benefits:

• Competitive salary range of CAD $38,500 to $71,000 annually, with potential performance-based incentives.
• Fully remote work arrangement across Canada.
• Comprehensive benefits package including health, dental, life, and accident insurance.
• Retirement savings plans with employer contributions.
• Tuition reimbursement and access to ongoing training and professional development.
• Career growth opportunities within wealth management and broader financial services.
• Supportive training, coaching, and structured onboarding programs.
• Inclusive and collaborative work environment focused on employee growth and wellbeing.