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Provides bilingual French-English investment sales and service to BMO InvestorLine customers. Advises clients on investment products and strategies, identifies sales opportunities, handles transactions and documentation, resolves issues, and refers complex matters. Maintains knowledge of investment markets, regulatory requirements, AML obligations, and BMO products while achieving sales targets and protecting customer and bank information.

Provide bilingual English and French investment sales and service through an inbound contact center. Advise customers on mutual funds and term investments, support account onboarding and transactions, review financial goals, recommend appropriate products, and build trusted customer relationships while following approved procedures and industry regulations. This is a fully remote role requiring weekday availability between 8:00 AM and 8:00 PM EST.

Provides investment-related sales and service to BMO InvestorLine customers remotely. Advises customers on investment strategies and products, handles transactions and escalations, achieves sales targets, identifies referral opportunities, documents interactions, and maintains knowledge of markets, products, regulatory requirements, anti-money-laundering obligations, and risk management practices.

The Investment Specialist provides wealth-related sales and service, advises customers, achieves sales targets, and maintains knowledge of investment markets while ensuring compliance with regulations.

The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.

The Investment Specialist advises customers on wealth and investment strategies, fulfills sales activities, and ensures compliance with regulations.