Office Admin & Legal - Montreal


This environment is very friendly and they like to have fun. They are very positive in nature and respectful of each other. There is a competitive aspect to this role.

RESPONSIBILITIES INCLUDE (but are not limited to):

As a client’s  Investor Line Investment Specialist, you will:
• As an advocate for our clients, your role is to ensure clients 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 winningplatform.
• Participate in exceptional -training and become an IIROC licensed Investment
• Representative with Options
• As a valued team member, we will invest in your 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


• 1+ years’ worth of experience within a call center environment dealing with customers.
• Fully Bilingual in English and French is a must
• A University or College diploma/degree or equivalent experience preferable in finance.
• They must have a strong communications skill.
• Positive, enthusiastic attitude, with strong people/relationship building skills
• Flexibility, adaptability and ability to work in a fast-paced environment


• A Valid Canadian Securities Course (CSC) (i.e. successful completion within the last 3 years or extension through the IIROC program) preferred
• CPH. DFOL certifications are huge bonus


• Fully Bilingual in English and French
• Positive, enthusiastic attitude, with strong people skills
• Flexibility, adaptability and ability to work in a fast-paced environment
Please send resumes to:

Position Type Contract
Application Deadline April 30, 2017
Experience Required 1-2 years
Job Duration 3 months
Education Required College Diploma