About this role

Conduct outbound calls to clients to follow up on incomplete applications or missing documentation
Respond to client inquiries, issues, and requests in a professional and timely manner
Review submitted documents, identify gaps, and guide clients on next steps
Manage client interactions end-to-end, ensuring requests are resolved or routed appropriately
Escalate complex or unresolved issues to senior team members when required
Accurately document all client interactions and ensure updates are recorded
Maintain confidentiality of client and Bank information
Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements
Adhere to all regulatory and compliance standards
Stay informed on internal processes, policies, and relevant updates to support accurate guidance

Typically 1–2 years of relevant experience
High school diploma or equivalent work experience required
Fluency in spoken Mandarin and or Cantonese is strong asset
Good organizational, collaboration, and teamwork skills
Basic understanding of risk management and compliance practices
Familiarity with BMO InvestorLine products and services is an asset
Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred

Customer Support Advisor

Key skills