Investment Specialist, Investorline

BMO Financial Group - Montréal, QC (4 months ago)

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At BMO, our clients are front and center in everything we do. After all, money is personal, and your investing service should be too. In this role, you’ll get to know our business quickly, working with a diverse group of talented professionals in a dynamic environment. Here, your ideas will be heard and your potential will always be recognized. You’ll develop key foundational skills that will set you on a successful path to build an exciting career within the Wealth Business.

As a BMO InvestorLine Investment Specialist, you will:
Advocate for our clients to ensure they get to where they need to go with as little effort as possible. This could mean; opening accounts, supporting transfers, processing trades, showing client how to self-serve on an award winning platform.
Participate in exceptional training and become an IIROC licensed Investment Representative with Options
Be a valued team member; we will invest in you and your education in becoming fully licensed for the role
Receive dedicated coaching, leadership support and thrive in a learning environment
Have the opportunity to participate in special projects and other ad hoc work assignments
Contribute to the success of a strong team with a sense of purpose
Resolve client challenges and report any discrepancies to the Assistant Manager or Manager, Investment Specialist Team
Ensure adherence to IIROC rules and regulations
Discover, recognize and act upon opportunities to help our clients achieve their financial goals and expand our business relationships
Establish and enhance BMO’s presence in the community by participating in local events and charitable activities such as our United Way campaign, Days of Caring and Walk So Kids Can Talk


Bring your passion for customer service, along with:
A positive, enthusiastic attitude, with strong people skills
Strong analytical, problem solving and communication skills
Flexibility, adaptability and ability to work in a fast-paced environment
A University or College diploma/degree or equivalent experience
A Valid Canadian Securities Course (CSC) (i.e. successful completion within the last 3 years or extension through the IIROC program) is highly recommended
Knowledge of industry regulations & standards

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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.

Job Self Directed Investing
Primary Location Canada-Quebec-Montreal
Other LocationsCanada-Ontario-Toronto, Canada-Ontario-Mississauga
Organisation BMO Digital-X005650
Schedule full-time
Job Posting 10/10/19
Unposting Date Ongoing