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
Bilingual french and english
Ific or csc certification
Investment product knowledge
Provides professional quality sales and service for customer and prospect inquiries, issues and requests

Job Summary

  • Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
  • Achieves sales targets with a focus on relevant investment products.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides professional quality sales and service for customer and prospect inquiries, issues and requests.

Salary

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

Skills & Requirements

Must-have

  • Bilingual French and English
  • IFIC or CSC certification
  • Investment product knowledge
  • Customer needs analysis
  • Sales target achievement

Nice-to-have

  • Proactive customer outreach
  • Industry trend awareness
  • Collaboration and teamwork
  • Risk management understanding

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • IFIC or CSC course completed
  • CIRO licensed Investment Representative
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter