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Bilingual Investment Specialist
BMO U.S.Bilingual Investment Specialist supporting clients with investment advice at BMO Investment Centre. Engaging with customers to deliver an exceptional service experience while working from home.
About the role
Key responsibilities & impact- Support customers primarily in the inbound call queue at the BMO Investment Centre
- Become an expert in understanding customer needs
- Provide wealth and investment-related sales and service
- Support customers through onboarding of new accounts and investment transactions
- Review customers' goals and objectives to ensure appropriate investment products and services
Requirements
What you’ll need- Typically between 1 and 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge of the competitive marketplace trends and product offerings
- Some knowledge of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Bilingualism in French and English is a strong asset
- Bilingualism in English and Cantonese or Mandarin will be considered an asset
Benefits
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
Canadian Securities Course (CSC)Investment Funds in Canada Course (IFIC)
Soft Skills
communication skillsorganizational skillstime management skillslistening skills