[Remote] Mutual Funds Representative (Virtual, Bilingual - French and English)

Note: The job is a remote job and is open to candidates in USA. BMO is a financial services company that is committed to creating lasting, positive change for its customers and communities. They are seeking a Mutual Funds Representative who will provide investment advice and support to customers, focusing on building trust and delivering exceptional service. The role involves managing inbound calls, assisting with account onboarding, and ensuring clients are equipped with suitable investment products.

Responsibilities

• Support customers in the inbound call queue at the BMO Investment Centre
• Invoke trust and build meaningful customer relationships
• Deliver an amazing customer experience
• Become an expert in understanding customer needs
• Provide wealth and investment-related sales and service to BMO customers or prospects
• Support customers through onboarding of new accounts
• Assist with Mutual Fund and Term investment transactions
• Review a customer's goals and objectives
• Ensure customers are setup with the appropriate investment products and services
• Fulfill sales and service activities in accordance with approved procedures

Skills

• Typically between 1 and 3 years of relevant professional experience
• Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC) course
• Good knowledge and understanding of the competitive marketplace trends and product offerings
• Some knowledge and understanding of industry regulations and standards given our industry is highly regulated
• Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers
• Resilient, passionate and curious because your day will have its fair share of opportunities
• Strong verbal and written language skills in both French and English

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Company Overview