Senior Full Stack Engineer improving APIs, backend services, and customer - service tools for Skylight’s family technology platform. Collaborating with Customer Success and Engineering to simplify family experiences.
About the role
- BMO InvestorLine partner support specialist assisting Financial Planners and customers with investment accounts, transfers, and maintenance. Delivering bilingual French-English wealth-service guidance remotely across Canadian provinces.
Responsibilities
- Provide professional support to BMO Partners with inquiries, account openings, transfers, and ongoing account maintenance
- Act as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners
- Own and follow up on complex files and support Partners with investment-related services
- Understand customer needs and deliver tailored wealth and investment-related solutions
- Manage transactional outcomes and escalate unresolved or complex situations
- Review and process documentation for accuracy and completeness
- Maintain knowledge of investment markets, trends, and practices and integrate insights into customer conversations
- Incorporate relevant marketing programs and promotions into customer interactions
- Adhere to AML, terrorist financing, FCAC consumer provisions, Privacy Act, and other regulatory requirements
- Identify and report suspicious activity related to money laundering or other financial crimes
- Initiate outbound calls when needed to resolve complex situations and ensure customer satisfaction
- Complete diverse tasks within established guidelines and handle escalations from other employees
Requirements
- 2–3 years of relevant experience, ideally in financial services or investment operations
- Post-secondary education in a related field or equivalent work experience
- Strong knowledge of BMO Investment / BMO InvestorLine products and services
- Understanding of competitive market trends and product offerings
- Familiarity with risk management and compliance practices
- Excellent verbal and written communication skills
- Bilingualism in French and English
- Strong collaboration and team skills
- Analytical thinking and problem-solving capabilities
- Fluency in French and English to support clients and team members inside or outside Quebec
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
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