Customer Support Advisor, BMO Investorline (Bilingual - French and English)

Customer Support Advisor, BMO Investorline (Bilingual - French and English)

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

Time Type: Full Time

Posted On: 2 Days Ago

Application Deadline: 02/13/2025

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO

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

Permanent Position: Full-time, 37.5 hrs per week. Current Work Schedule: Monday to Friday from 8 am to 8 pm EST.

Job Responsibilities:

• Understand customer needs and provide wealth and investment-related sales and service.
• Advise customers on wealth and investment strategies and products.
• 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 all transactional outcomes of customer contacts or refer to appropriate internal business groups.
• Escalate complex or unresolved customer situations to senior managers as required.
• Perform required documentation after customer interactions to ensure accurate processing.
• 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.
• Adhere to regulatory and compliance requirements.
• Complete complex & 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 a post-secondary degree in a related field or 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 or completion of the Canadian Securities Course (CSC) or IFIC course.
• Some understanding of Risk Management & Compliance.
• Basic specialized knowledge.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

You must be fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $35,000.00 - $52,000.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

About Us:

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We strive to help you make an impact from day one – for yourself and our customers.

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.