Mutual Funds Representative (virtual, Bilingual - French And English)

BMO

Quebec, CA
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Bilingual french and english fluency
Inbound call queue support
Customer relationship building
This is a fully remote role based in Quebec where you will work from home every day supporting customers in the investment industry

Job Summary

  • This is a fully remote role based in Quebec where you will work from home every day supporting customers in the investment industry.
  • The Investment Specialist is responsible for delivering sound investment advice, onboarding new accounts, and reviewing customer goals to ensure appropriate product setup.
  • Candidates receive comprehensive training, coaching, and access to benefits including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

This is a fully remote role based in Quebec where you will work from home every day supporting customers in the investment industry.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Bilingual French and English fluency
  • Inbound call queue support
  • Customer relationship building

Nice-to-have

  • Passion for helping Canadians invest smarter
  • Resilient and curious attitude
  • Positive customer service mindset

Key Requirements

  • 1 to 3 years relevant professional experience
  • Completed Canadian Securities Course (CSC) or IFIFIC course
  • Strong verbal and written skills in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter