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Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.

Support Regional Sales Managers by owning end-to-end client onboarding: process account documentation, liaise with clients and partners, track progress, reduce deficiencies, coach Private Bankers, and drive sales conversion while maintaining accurate records and improving processes.

The Investment Specialist advises customers on wealth and investment strategies, fulfills sales activities, and ensures compliance with regulations.

The Investment Specialist provides investment advice and service to BMO customers, aiming to understand their needs and achieve sales targets. They must stay informed on market trends, regulatory compliance, and assist with customer inquiries while maintaining confidentiality and managing documentation.

Provide bilingual (French/English) wealth and investment sales and service via remote channels. Advise clients on investment strategies and products, meet sales targets, process transactions, handle escalations, maintain regulatory compliance (AML, FCAC, Privacy), and complete required licensing exams. Coordinate referrals and integrate marketing promotions into client conversations.

The Investment Specialist provides sales and service for wealth and investment-related products, advises customers, and achieves sales targets while ensuring compliance with regulations.

The Investment Specialist provides wealth and investment sales and service to clients, offering advice, fulfilling requests, and achieving sales targets while adhering to compliance requirements.

The associate provides sales and service for corporate card customers, handling inquiries, advising on products, and ensuring compliance with regulations.

Support Regional Sales Managers by managing end-to-end client onboarding, processing account documentation, liaising with clients to collect required paperwork, tracking onboarding progress, coaching Private Bankers on documentation standards, and contributing to process improvements to drive sales conversion and a high-quality client experience.

Support Regional Sales Managers by owning end-to-end client onboarding: process account documentation, liaise with clients and bankers, track progress, minimize deficiencies, provide sales support, coach partners, and contribute to process improvements and reporting.