Spécialiste, Soutien Aux Partenaires, BMO Ligne d’action (Bilingue, français et anglais) in Canada Creek, Nova Scotia at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Spécialiste, Soutien Aux Partenaires, BMO Ligne d’action (bilingue français et anglais) in Canada.

This role focuses on supporting investment and wealth management clients by delivering high-quality service, guidance, and sales support within a dynamic financial services environment. You will engage with both existing and prospective clients to understand their needs, recommend suitable investment solutions, and enhance their overall client experience. The position requires strong communication skills in both French and English, as interactions may span across different regions in Canada. You will operate in a fast-paced, regulated environment where accuracy, compliance, and customer trust are essential. The role blends client relationship management, product knowledge, and proactive sales support to help clients achieve their financial goals. It is an excellent opportunity for professionals looking to grow within wealth management and investment services while working in a collaborative, client-focused setting.

• Support clients by understanding their financial and investment needs and recommending appropriate wealth management and investment solutions.
• Conduct proactive outreach to clients to identify opportunities to enhance their investment experience and portfolio growth.
• Deliver high-quality service by responding to client inquiries, resolving issues, and ensuring accurate transaction processing.
• Identify client needs through effective questioning and guide them toward suitable products and services.
• Achieve sales and service objectives by promoting relevant investment solutions and opportunities.
• Ensure all documentation and follow-up activities are completed accurately after client interactions.
• Maintain compliance with regulatory, risk, and privacy requirements, including AML and consumer protection standards.
• Refer complex issues to senior team members or internal departments when necessary.

• 2–3 years of relevant professional experience in financial services, sales, or client support, ideally in wealth management or investments.
• Post-secondary education in a related field or equivalent combination of education and experience.
• Completion of CCVM (Canadian Securities Course) or equivalent investment certification; registration with the appropriate regulatory body preferred.
• Strong understanding of investment products, financial markets, and wealth management principles.
• Good knowledge of risk management, compliance frameworks, and regulatory requirements.
• Excellent communication skills in both French and English (bilingual required).
• Strong organizational, analytical, and problem-solving abilities.
• Ability to work effectively in a team-oriented, client-focused environment.
• Strong attention to detail and ability to manage multiple client interactions simultaneously.

• Competitive salary range: $38,500 – $71,000 CAD, with potential commission structures depending on role setup.
• Performance-based bonuses and discretionary incentive opportunities.
• Comprehensive health, dental, and life insurance coverage.
• Retirement savings plans with employer contributions.
• Education reimbursement and professional development support.
• Flexible benefits package and additional financial wellness programs.
• Paid time off and vacation benefits.
• Inclusive, supportive, and collaborative work environment.