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

BMO

Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Strong verbal and written french and english skills
Ability to work between 8:00am and 8:00pm est
Proactive identification of customer investment needs
The role involves advising customers on wealth and investment strategies that meet their specific objectives while fulfilling sales targets

Job Summary

  • The role involves advising customers on wealth and investment strategies that meet their specific objectives while fulfilling sales targets.
  • Candidates must be fluent in both French and English to support clients inside and outside the province of Quebec.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role involves advising customers on wealth and investment strategies that meet their specific objectives while fulfilling sales targets.

Salary

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

Skills & Requirements

Must-have

  • Strong verbal and written French and English skills
  • Ability to work between 8:00AM and 8:00PM EST
  • Proactive identification of customer investment needs

Nice-to-have

  • Knowledge of competitive marketplace trends
  • Understanding of risk management and compliance
  • Collaboration and team skills

Key Requirements

  • Completed IFIC or CSC certification
  • 2-3 years of relevant experience
  • Post-secondary degree in related field

Work Rights

Not specified

Tailored Resume

Cover Letter