Customer Support Advisor, BMO Investorline (Bilingual in French and English)
$36,000–$54,500 year
RemoteCanada
Job Summary
Conduct outbound calls to BMO InvestorLine clients to request missing items and clarify document requirements for timely application processing. Respond to inquiries and guide clients on next steps after reviewing submitted documents to identify gaps. Manage end-to-end client interactions, ensuring requests are resolved or routed to appropriate teams while escalating complex issues to senior members. Accurately document all interactions and monitor for suspicious activity in line with Anti-Money Laundering and regulatory compliance standards. Work remotely between 8:00 AM and 8:00 PM EST, Monday through Friday, with a requirement for fluency in both French and English.
Required Qualifications
- Typically 1–2 years of relevant experience
- Post-secondary education in a related field or equivalent combination of education and experience
- High school diploma or equivalent work experience
- Fluency in spoken French and English
- Good organizational, collaboration, and teamwork skills
- Basic understanding of risk management and compliance practices
- Availability to work between 8:00AM and 8:00PM EST Monday to Friday
- 37.5 hours per week
- 100% Work from home
- Virtual/Remote work capability
- Ability to work Monday to Friday
Desired Qualifications
- Familiarity with BMO InvestorLine products and services
- Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO
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