Mutual Funds Representative, Bilingual – French, English

BMO U.S.

Investment Specialist at BMO offering wealth management and investment services remotely. Engaging with customers to meet their financial goals and maintain relationships in a virtual environment.

Posted 4/16/2026full-timeRemote • 🇨🇦 CanadaJunior💰 CA$38,500 - CA$71,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Canadian Securities CourseInvestment Funds in Canada Course

Soft Skills

communication skillsorganizational skillstime management skillslistening skillsverbal skillswritten skills