Bilingual Investment Specialist-mutual Funds, Bmo Investment Centre (french And English)

BMO

Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
On-site
Bilingual french and english
Ific or csc certification
Investment strategies and products
BMO is seeking a Bilingual Investment Specialist for their Investment Centre in Quebec, requiring fluency in both French and English. The ideal candidate will have relevant experience in wealth and investment services, along with the necessary certifications. The position offers a competitive salary and a range of benefits, highlighting BMO's commitment to employee growth and inclusivity

Job Summary

  • Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
  • Advises customers on wealth and investment strategies and products that meet customer’s objectives.
  • Achieves sales targets with a focus on relevant investment products.

Matching Summary

Match Score: 85

BMO is seeking a Bilingual Investment Specialist for their Investment Centre in Quebec, requiring fluency in both French and English. The ideal candidate will have relevant experience in wealth and investment services, along with the necessary certifications. The position offers a competitive salary and a range of benefits, highlighting BMO's commitment to employee growth and inclusivity.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Bilingual French and English
  • IFIC or CSC certification
  • Investment strategies and products

Nice-to-have

  • Proactive customer outreach
  • Market trend awareness
  • Referral identification

Key Requirements

  • 2-3 years of relevant experience
  • IFIC or CSC certification
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter