Partner Support Specialist, BMO Investorline (Bilingual in French and English) WFH
BMO — 10 Locations
Posted 2026-08-12
Application Deadline: 09/24/2026 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service Role Summary This role provides professional support to BMO Partners by assisting with inquiries, account openings, transfers, and ongoing account maintenance. It focuses on delivering exceptional service and investment-related guidance to customers and prospects, while ensuring compliance and operational excellence. Key Responsibilities Partner Support & Relationship Management Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services. Ownership & Follow-Through Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand. Customer Needs & Service Excellence Understands customer needs and delivers tailored wealth and investment-related solutions. Probes effectively to uncover unique requirements and ensures a seamless experience. Issue Resolution & Escalation Manages transactional outcomes and escalates unresolve