About this role

Provides professional support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance.
Focuses on delivering exceptional service and investment-related guidance to customers and prospects.
Acts as the primary point of contact for Financial Planners, Private Bankers, and Regional Sales Managers.
Understands customer needs and delivers tailored wealth and investment-related solutions.
Manages transactional outcomes and escalates unresolved situations as needed.
Maintains current knowledge of investment markets, trends, and practices.
Adheres to all regulatory and compliance 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 (French and English) preferred.
Strong collaboration and team skills.
Analytical thinking and problem-solving capabilities.

Bilingual Partner Support Specialist, French and English

Key skills