Mutual Funds Representative, Bilingual – French, English
BMO U.S.
full-time
Posted on:
Location Type: Remote
Location: Canada
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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
- Deliver wealth and investment-related sales and service to BMO customers
- Onboard new accounts and review customer goals and objectives
- Fulfill sales and service activities in accordance with procedures
Requirements
- 1 to 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge of competitive marketplace trends and product offerings
- Some knowledge of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Strong verbal and written language skills in both French and English
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Canadian Securities CourseInvestment Funds in Canada Course
Soft Skills
communication skillsorganizational skillstime management skillslistening skillsverbal skillswritten skills