About the role

BMO bank customer advisor supporting InvestorLine clients with bilingual French-English calls and document completion. Reviewing applications, resolving inquiries, and escalating compliance-related issues remotely across Canada.

Responsibilities

Make outbound calls to BMO InvestorLine clients to request missing items and clarify document requirements
Follow up on incomplete applications and missing documentation
Respond to client inquiries, issues, and requests professionally and promptly
Review submitted documents, identify gaps, and guide clients on next steps
Manage client interactions end-to-end and resolve or route requests to appropriate internal teams
Escalate complex or unresolved issues to senior team members
Document client interactions and record updates according to procedures
Maintain confidentiality of client and Bank information
Monitor and report suspicious activity in line with AML requirements
Comply with AML, Terrorist Financing, FCAC consumer provisions, Privacy Act, and other regulatory standards
Stay informed about internal processes, policies, and relevant updates
Complete assigned tasks within defined guidelines and escalate issues as needed

Typically 1–2 years of relevant experience
Post-secondary education in a related field is an asset
Fluency in spoken French and English
High school diploma or equivalent work experience required
Good organizational, collaboration, and teamwork skills
Basic understanding of risk management and compliance practices
Familiarity with BMO InvestorLine products and services is an asset
Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred
Availability to work between 8:00 AM and 8:00 PM EST Monday to Friday
37.5 hours per week