Advisor, Digital Investing, Bmo Smartfolio (Bilingual - French And English) Wfh

Language Requirements for role: Strong verbal and written language skills in both French and English

Certifications: Must have completed Canadian Securities Course (CSC)

Work from home

Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week)

Advisor, BMO SmartFolio (Bilingual - French and English) WFH 

Are you ready to build your career in the investments industry while working from home? 

Yes, you read that right.   This is a remote role meaning you will be working at home everyday! Whether you are new to wealth management or already have experience, our contact center is the right place for you!

Website: BMO SmartFolio

Who you are?

You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision.   

You love interacting with people and are passionate about helping Canadians invest smarter.  

You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals. 

Responsibilities  

Breaking the mold of a traditional contact centre environment, the SmartFolio advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer in accordance with approved procedures. 

Qualifications 

We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our clients. Successful candidates will have: 

• Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative 
• A minimum of 1 years of relevant professional experience 
• Knowledge of ETFs
• Excellent communication, organizational, time management, and listening skills. 
• Knowledge and understanding of industry regulations and standards 
• Industry Accreditations or working towards preferred (CIM, CFA, CFP) 
• Familiarity with common wealth management strategies and their relative strengths and weaknesses 
• Bilingualism strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset. 

This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.