Mutual Funds Representative (virtual, Bilingual - French And English)
BMO
Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Fully remote
Investment advice delivery
Customer relationship building
Wealth and investment sales
BMO is seeking a bilingual (French and English) Mutual Funds Representative for a remote position in Quebec, focusing on delivering sound investment advice and exceptional customer service. The ideal candidate should possess 1-3 years of relevant experience, have completed the Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC), and be passionate about helping customers achieve their financial goals
Job Summary
This is a remote role meaning you will be working at home everyday!
The Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Match Score: 85
BMO is seeking a bilingual (French and English) Mutual Funds Representative for a remote position in Quebec, focusing on delivering sound investment advice and exceptional customer service. The ideal candidate should possess 1-3 years of relevant experience, have completed the Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC), and be passionate about helping customers achieve their financial goals.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Investment advice delivery
Customer relationship building
Wealth and investment sales
Mutual Fund transactions
Nice-to-have
Passion for investments
Proactive problem solving
Customer-centric approach
Key Requirements
1-3 years of relevant professional experience
Completed Canadian Securities Course (CSC) or IFIC
Strong verbal and written French and English skills