Understands customer needs and provides wealth and investment-related sales and service to customers or prospects
Advises customers on wealth and investment strategies and products that meet customer’s objectives
Fulfills sales and service activities for the customer in accordance with approved procedures
Identifies and makes referrals to other business groups as needed
Provides professional quality sales and service for customer inquiries, issues and requests
Probes to understand customer needs and advises them through their unique investment needs
Achieves sales targets with a focus on relevant investment products
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
Escalates complex or unresolved customer situations to senior managers as required
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
Maintains the confidentiality of customer and Bank information

Typically between 1 – 2 years of relevant experience
Post-secondary degree in related field of study desirable or equivalent combination of education and experience
High school diploma or equivalent work experience
Knowledge of competitive marketplace trends and product offerings
Knowledge of BMO Investment / BMO InvestorLine products and services
Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO, preferred
Strong verbal and written language skills in both English and French
Some understanding of Risk Management & Compliance

Customer Support Advisor, Bilingual – French and English

Key skills