[Remote] Mutual Funds Representative (Virtual, Bilingual - French and English)

Note: The job is a remote job and is open to candidates in USA. BMO is a leading financial institution in Canada, and they are seeking a Bilingual Mutual Funds Representative to work from home. The role involves delivering sound investment advice, supporting customers through onboarding new accounts, and building meaningful customer relationships in the investment sector.


Responsibilities

  • Support customers in the inbound call queue at the BMO Investment Centre
  • Invoke trust and build meaningful customer relationships – delivering an amazing customer experience
  • Become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects
  • Support customers through onboarding of new accounts, Mutual Fund and Term investment transactions
  • Review a customer's goals and objectives ensuring they are setup with the appropriate investment products and services
  • Fulfill sales and service activities in accordance with approved procedures

Skills

  • Typically between 1 and 3 years of relevant professional experience
  • Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course
  • Good knowledge and understanding of the competitive marketplace trends and product offerings
  • Some knowledge and understanding of industry regulations and standards given our industry is highly regulated
  • Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers
  • Resilient, passionate and curious because your day will have its fair share of opportunities
  • Strong verbal and written language skills in both French and English

Benefits

  • BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • In-depth training and coaching
  • Manager support and network-building opportunities

Company Overview

  • We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.bmo.com.

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