You're using an older version of Internet Explorer that is no longer supported. Please update your browser.

Bilingual Branch Operations Advisor, BMO adviceDirect & BMO SmartFolio (Virtual)

Full Time
3 days ago
VIRTUAL61 - HomeRes - QC - BMO

Job Family Group:

Wealth Sales & Service

Interested in working with BMO? You can now do so from anywhere within Canada working remotely from home when considering this virtual opportunity.

Who you are?

You love interacting with people and want to make a difference. You understand what it means to be a champion of a brand. You love client feedback and take pride in being the voice of the company for clients. You understand what it is like to be a client, and appreciate going above and beyond the call of duty to help people and solve their problems.

You possess a passion for financial services and are interested in applying this passion and financial knowledge with clients and partners on a daily basis. Learning about a client's financial situation interests you, as well as educating and helping people to meet their goals. You are seeking a role that focuses on delivering sound advice, and one that puts the client at the center of every interaction and decision.

You are a very strong communicator, both written and verbal, with an eye for detail, and you demonstrate quick thinking and creative problem solving. Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.

More than anything though you want to combine your passion and experience to advance the evolution of hybrid advice.

You have an appreciation for work/life balance and are comfortable working from home on a regular basis.


Branch Operations Advisor specializes in the areas of documentation, client onboarding and KYC, account transfer processes, portfolio suitability and Investor Profile reviews, and general client communication through both phone & emails.


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

  • Robust knowledge and familiarity with common wealth management strategies and their relative strengths and weaknesses
  • Comprehensive knowledge and understanding of client needs by segmentation
  • Comprehensive understanding and awareness of competitor offerings and trends
  • In-depth knowledge and understanding of industry regulations and standards
  • Excellent communication, organizational, time management, and listening skills.
  • Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
  • A minimum of 3-5 years of relevant professional experience
  • Industry Accreditations or working towards preferred (CIM, CFA, CFP)
  • RR licensed or successful completion of Canadian Securities Course, Conduct and Practices Handbook and any other course required to maintain RR status
  • Proficient in French is required

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 .

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.
Sales and Marketing Maintenance and Technicians