Bilingual Funding Officer reviewing loan applications and validating documentation for Financeit, a Canadian point - of - sale financing provider. Serving Partners and Borrowers while maintaining lending compliance and operational integrity.
About the role
- Advisor for Digital Investing at BMO advising clients on investment strategies. Handling inbound client calls and ensuring financial goals are met through personalized advice.
Responsibilities
- Support clients in the inbound call queue
- Provide professional, customized advice to ensure client’s financial goals are met
- Fulfill sales and service activities for clients
Requirements
- Minimum of four (4) years of relevant industry experience, OR a post‑secondary degree or diploma
- Experience with BMO Investorline
- Completed the core proficiency components for IR licensing, including: Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)
- Fluent in French and English
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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