At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO Careers .
Bilingual Investment Specialist-Mutual Funds BMO Investment Centre
Location
Canada
Posted
3 days ago
Salary
C$38.5K - C$71K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Bilingual Investment Specialist-Mutual Funds BMO Investment Centre
BMO
Role Description Are you ready to build your career in the investment industry while working from home? Yes, you read that right. This is a remote role meaning you will be working at home every day! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO. Whether you are new to Wealth Management or already have experience, our contact center is the right place for you! Who you are: - You are seeking a role that focuses on delivering sound investment advice, with the customer at the center of every interaction and decision. - You love interacting with people and are passionate about helping Canadians invest smarter. - You have a passion for investments and stay up-to-date on the latest market news. - You understand what it is like to be a customer and appreciate going above and beyond to help people and solve problems. - You enjoy learning about a customer's financial situation and helping them meet their financial goals. - Your positive attitude reinforces that nothing is too small (or too big) for you to achieve. What your day looks like: - Support customers in the inbound call queue at the BMO Investment Centre. - Invoke trust and build meaningful customer relationships, delivering an amazing customer experience. - Become an expert in understanding customer needs and providing wealth and investment-related sales and service. - Support customers through onboarding of new accounts, Mutual Fund and Term investment transactions. - Review customers' goals and objectives, ensuring they are set up with the appropriate investment products and services. - Fulfill sales and service activities in accordance with approved procedures. Qualifications - Typically between 1 and 3 years of relevant professional experience. - Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC). - Good knowledge and understanding of competitive marketplace trends and product offerings. - Some knowledge and understanding of industry regulations and standards. - Excellent communication, organizational, time management, and listening skills. - Resilient, passionate, and curious. - Bilingualism is a strong asset (French and English). Bilingualism in English and Cantonese or Mandarin will also be considered an asset. Requirements - Strong verbal and written language skills. - Availability to work from home between 8:00 am - 8:00 pm Mon-Fri. - Fluency in French and English. Benefits - Health insurance. - Tuition reimbursement. - Accident and life insurance. - Retirement savings plans. - Performance-based incentives and discretionary bonuses.
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