Publié il y a 11 heures
Customer Support Advisor, BMO Investorline (Bilingual in French and English)
@ Bank of Montreal
British Columbia · Ontario · Saskatchewan · Manitoba · Prince Edward Island +5
En bref
Bank of Montreal (BMO) is hiring a bilingual Customer Support Advisor for BMO InvestorLine, working fully remote. The role makes outbound calls to clients about incomplete applications and missing documents, reviews submissions, and handles client inquiries. Availability is required 8:00 AM to 8:00 PM EST, Monday to Friday, 37.5 hours per week, with a salary of $35,500 to $65,000.
Responsabilités :
- Appeler les clients pour les documents manquants
- Répondre aux demandes et questions des clients
- Examiner les documents soumis et guider les clients
- Documenter les interactions et escalader les dossiers complexes
Résumé des exigences :
- Français et anglais parlés couramment
- Diplôme d'études secondaires ou expérience équivalente
- 1 à 2 ans d'expérience pertinente
- Bonne organisation et esprit d'équipe
- Connaissance de base de la gestion des risques et de la conformité
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · phenom
- Date publiée par l’employeur
- 2026-11-11
- Première détection par notre source
- 2026-10-13
- Mise à jour du dossier source
- 2026-11-12
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Service à la clientèle |
| Expérience | 1 an(s) et plus |
| Heures par semaine | 37.5 |
| Horaire | jour, soir |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Domicile |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English, French |
| Permis et certifications | CIRE |
| Formation | Secondaire (DES) (exigé), Collégial (DEC) (préféré) |
| Avantages mentionnés | Régime de retraite, Aide aux études, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Bank of Montreal
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
- Abonnés LinkedIn
- 529 147
- Personnes associées sur LinkedIn
- 59 168
- Bureaux déclarés
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Catégories d’activité
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Autres noms enregistrés
- Bank of Montreal
- BMO
- Spécialités
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 8 114 072 573
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…
| Champ | Valeur |
|---|---|
| Secteur | Financial Services |
| Taille | 10,001+ employees |
| Siège social | Toronto, ON |
| Type d’organisation | Public Company |
| Spécialités | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Offres sur Jobsy | 1 082 |
| Voir la page |
Application Deadline:
11/26/2026Address:
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:
Wealth Sales & ServiceRole Overview:
100% Work from home, including training
Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)
The role involves making outbound calls to BMO InvestorLine clients to request any missing items and clarify document requirements to facilitate timely processing.
Key Responsibilities:
Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements.
Respond to client inquiries, issues, and requests in a professional and timely manner.
Review submitted documents, identify gaps, and guide clients on next steps to ensure completion.
Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams.
Escalate complex or unresolved issues to senior team members when required.
Accurately document all client interactions and ensure updates are recorded in accordance with procedures.
Maintain confidentiality of client and Bank information at all times.
Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements.
Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements.
Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients.
Complete assigned tasks within defined guidelines and escalate issues as needed.
Qualifications:
Typically 1–2 years of relevant experience; post-secondary education in a related field is an asset or equivalent combination of education and experience
Fluency in spoken French and English
High school diploma or equivalent work experience required.
Good organizational, collaboration, and teamwork skills.
Basic understanding of risk management and compliance practices.
Familiarity with BMO InvestorLine products and services is an asset.
Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred.
Salary:
$35,500.00 - $65,000.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
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/ca/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. 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.
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