Mutual Funds Representative, Bilingual – French and English
BMO U.S.
full-time
Posted on:
Location Type: Remote
Location: Canada
Visit company websiteExplore more
Salary
💰 CA$38,500 - CA$71,000 per year
Job Level
About the role
- Support customers in the inbound call queue at the BMO Investment Centre
- Build meaningful customer relationships and deliver an amazing customer experience
- Provide wealth and investment-related sales and service to BMO customers
- Support customers through onboarding of new accounts and investment transactions
- Ensure customers are setup with appropriate investment products and services
Requirements
- Typically between 1 and 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge and understanding of the competitive marketplace trends and product offerings
- Some knowledge and understanding of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Fluent in French and English.
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communicationorganizationaltime managementlistening
Certifications
Canadian Securities Course (CSC)Investment Funds in Canada Course (IFIC)