Bilingual Customer Support Advisor - BMO Investorline

Bilingual Customer Support Advisor - BMO Investorline

Location: REMOTE/TELETRAVAIL, QC, CAN; REMOTE/TELETRAVAIL, ON, CAN; REMOTE/TELETRAVAIL, BC, CAN; REMOTE/TELETRAVAIL, NB, CAN; REMOTE/TELETRAVAIL, PE, CAN

Time Type: Full time

Posted On: 2 Days Ago

Job Requisition ID: R240026123

Application Deadline: 11/10/2024

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

Job Family Group: Wealth Sales & Service

Language Requirements: Strong verbal and written language skills in both French and English

Work from Home: Yes

Availability: 8:00 AM to 8:00 PM EST Monday to Friday (37.5 hours per week)

Responsibilities:

• 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 customer objectives.
• Fulfill sales and service activities in accordance with approved procedures.
• Identify and make referrals to other business groups as needed.
• Provide professional quality sales and service for customer inquiries, issues, and requests.
• Probe to understand customer needs and advise them through their unique investment needs.
• Achieve sales targets with a focus 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 as required.
• Perform documentation after customer interactions to ensure requests are accurately processed.
• Maintain current knowledge of investment markets, practices, and trends.
• Integrate marketing promotions into customer conversations where appropriate.
• Maintain confidentiality of customer and Bank information.
• Identify and report suspicious patterns of activity related to money laundering.
• Adhere to regulatory and compliance requirements.
• Complete complex and diverse tasks within given rules/limits.
• Analyze issues and determine next steps; escalate as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 1 – 2 years of relevant experience and 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 trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Working towards the Canadian Securities Course (CSC) or IFIC course or completion of either.
• Some understanding of Risk Management & Compliance.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

Salary: $35,000.00 - $52,000.00

Pay Type: Salaried

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, and other perks and rewards.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.