Assistant Manager, Bilingual (French and English) at BMO U.S. Full Time NEW

Responsibilities

• Provide wealth and investment-related sales and service.
• Guide customers on wealth and investment strategies.
• Fulfill sales activities per approved procedures.
• Identify and refer to other business groups as needed.
• Deliver exceptional customer service and support.
• Build long-term, profitable customer relationships.
• Make outbound calls to enhance customer experience.
• Stay updated on industry trends and regulatory environment.
• Provide subject matter expertise on products and processes.
• Support manager with team performance improvement.
• Drive specific behaviors to meet team targets.
• Advise customers on their unique investment needs.
• Achieve sales targets for investment products.
• Manage transactional outcomes or refer to business groups.
• Escalate complex issues to senior managers as needed.
• Document customer interactions for accurate processing.
• Integrate market trends in customer conversations.
• Incorporate marketing promotions in conversations.
• Maintain confidentiality of customer and Bank information.
• Report suspicious activities related to money laundering.
• Adhere to compliance and reporting requirements.

Requirements

• 3-5 years of relevant experience or equivalent.
• IFIC certification with RISR; BCO preferred.
• Completed CSC or IFIC; IIROC licensed for Options.
• Fluent in French and English.
• Strong knowledge of BMO Investment products.
• Team collaboration, analytical, and influence skills.
• Verbal and written communication skills – in-depth.

Benefits

• Salary range: $44,500.00 – $82,500.00.
• Health insurance, life, and accident insurance.
• Tuition reimbursement and retirement savings plans.
• Performance-based incentives and bonuses.
• Supportive tools and resources for career growth.