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

BMO US(8 days ago)

RemoteFull TimeJunior$38,500 - $71,000Wealth Sales & Service

About this role

This role is a remote Investment Specialist position at BMO, focused on providing wealth management advice and services to customers. It involves supporting clients in investment transactions, onboarding, and financial goal planning, primarily through inbound calls. The position emphasizes building customer relationships and delivering an excellent customer experience in a virtual environment.

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Required Skills

Customer Service
Investment Advice
Financial Planning
Languages
Communication

Qualifications

Canadian Securities Course (CSC)
Investment Funds in Canada Course (IFIC)

About BMO US

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

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