Bilingual Investment Specialist – Mutual Funds

This is a fully remote position, open to applicants in Canada.

📋 Description

• Comprehends customer requirements and delivers wealth and investment-related sales and services to BMO clients or potential clients.

• Provides guidance to customers on wealth and investment strategies and products that align with their objectives.

• Carries out sales and service activities for customers in accordance with established procedures.

• Recognizes and refers clients to other business divisions as necessary.

• May initiate outbound calls to clients and actively seek opportunities to improve customer experience by recommending products that fulfill investment needs.

• Keeps updated on consumer demands, industry trends, best practices, and the regulatory landscape related to the products and services offered.

• Delivers professional-grade sales and service for inquiries, issues, and requests from customers and prospects.

• Inquires to fully understand customer needs and guides them through their individual investment requirements.

• Attains sales targets with an emphasis on applicable investment products.

• Oversees all transactional outcomes from customer interactions or refers to the appropriate internal teams.

• Escalates complex or unresolved customer issues to senior management as needed.

• Completes any necessary documentation post-customer interactions to ensure accurate processing of requests.

• Maintains up-to-date knowledge of investment markets, practices, and trends, incorporating this information into customer discussions professionally.

• Integrates marketing promotions and initiatives into customer dialogues where suitable.

• Ensures the confidentiality of customer and Bank information is upheld.

• Detects and reports suspicious activity patterns that may indicate money laundering.

• Complies with regulatory and compliance standards.

⛳️ Requirements

• 2 to 3 years of relevant experience.

• Post-secondary education in a related field is preferred or an equivalent combination of education and experience.

• High school diploma or equivalent work experience is required.

• Familiarity with competitive market trends and product offerings.

• Knowledge of BMO Investment and BMO InvestorLine products and services.

• Completion of the Canadian Securities Course (CSC) or IFIC course / CIRO licensed as an Investment Representative.

• Basic understanding of Risk Management & Compliance.

• Specialized knowledge is preferred.

• Bilingual proficiency in French and English.

🏝️ Benefits

• Health insurance.

• Accident and life insurance.

• Tuition reimbursement.

• Retirement savings plans.