Advisor, Digital Investing, Bilingual – French and English

Posted last week

Apply Now

Resume Score

Check how well your resume matches this job before you apply.

Sign in to check score

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

Job title

Job type

Full Time

Experience level

Mid levelSenior

Salary

CA$43,200 - CA$80,300 per year

Degree requirement

Bachelor's Degree

Location requirements

RemoteCanada

Report this job

Found something wrong with the page? Please let us know by submitting a report below.