Bilingual Customer Support Advisor – BMO InvestorLine
Company: BMO Financial Group
Location: Quebec City, QC (Remote)
Salary: $35,000–$52,000 per year
Job Type: Full-time
Company Overview
BMO Financial Group, one of the largest and most established financial institutions in Canada, is dedicated to fostering positive change through innovation and collaboration. Known for its commitment to customer satisfaction and community involvement, BMO continues to lead in providing exceptional financial services and solutions.
Why Work at BMO?
- Inclusive and Supportive Culture: BMO prioritizes creating a workplace where every employee feels valued and heard.
- Comprehensive Benefits: Enjoy a robust benefits package including health insurance, life insurance, and tuition reimbursement.
- Career Development: BMO supports professional growth with extensive training, coaching, and networking opportunities.
Role Summary
The Bilingual Customer Support Advisor for BMO InvestorLine is a pivotal role designed to deliver outstanding customer service and support to clients in both French and English. This remote position requires a proactive and detail-oriented individual who can manage customer interactions effectively, provide insightful advice on investment strategies, and ensure that customer needs are met with precision.
Key Responsibilities
- Customer Support and Service: Address customer inquiries related to wealth and investment products, providing expert advice tailored to individual needs.
- Sales and Engagement: Achieve sales targets by promoting relevant investment products and services.
- Transaction Management: Handle all aspects of transactional outcomes, ensuring accuracy and adherence to company procedures.
- Escalation and Resolution: Escalate complex or unresolved issues to senior managers, ensuring effective resolution.
- Documentation and Reporting: Complete required documentation post-interaction to maintain accurate records and track customer requests.
- Market Knowledge: Stay informed about investment market trends and integrate this knowledge into customer interactions.
- Regulatory Compliance: Adhere to regulatory requirements, including Anti-Money Laundering and Terrorist Financing reporting.
What You Need to Succeed
- Experience: 1-2 years of relevant experience, preferably in a customer service or financial advisory role. A post-secondary degree in a related field is desirable.
- Education: High school diploma or equivalent work experience is required. Progress towards or completion of the Canadian Securities Course (CSC) or IFIC course is an asset.
- Skills: Strong communication skills in both French and English, with a good understanding of investment products and market trends.
- Technical Proficiency: Familiarity with BMO InvestorLine products and services, and a basic understanding of risk management and compliance.
Work Environment
- Location: This position is remote, allowing you to work from home.
- Hours: Availability to work Monday to Friday between 8:00 AM and 8:00 PM EST (37.5 hours per week).
Compensation and Benefits
- Salary Range: $35,000–$52,000 per year. The salary range is based on various factors including location, skills, and experience.
- Additional Benefits: BMO offers a competitive compensation package that includes health insurance, life insurance, accident insurance, retirement savings plans, and tuition reimbursement. For more details on our benefits, visit BMO Total Rewards.
Commitment to Diversity
BMO is committed to an inclusive, equitable, and accessible workplace. We believe in the strength of diverse perspectives and are dedicated to providing accommodations during the selection process. If you require accommodations, please contact your recruiter.
Application Process
To apply for this position, please visit BMO Careers. Note that BMO does not accept unsolicited resumes from recruitment agencies unless a valid agreement is in place. Any unsolicited resumes will be considered the property of BMO and no fee will be paid for such submissions.
Join Us at BMO
At BMO, we are driven by a shared purpose: to boldly grow the good in business and life. By joining our team, you will be part of a community that values innovation, collaboration, and excellence. We look forward to helping you achieve your career goals while making a meaningful impact on our customers and communities.
Apply now to become a part of a dynamic team at BMO Financial Group, where every day is an opportunity to grow and make a difference.
