BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
Mutual Funds Representative, Bilingual
Job not on LinkedIn
🔥 0 minutes ago
🇨🇦 Canada – Remote
💵 $36.6k - $67.5k / year
⏰ Full Time
⚪️ Entry-level
💬 Bilingual
🚫👨🎓 No degree required
🗣️🇫🇷 French Required
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BMO U.S.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.
📋 Description
• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects • Advises customers on wealth and investment strategies and products that meet customer’s objectives • Fulfills sales and service activities for the customer in accordance with approved procedures • Identifies and makes referrals to other business groups as needed • May make outbound calls to customers • Enhances customer experience by providing products that meet investment needs • Stays abreast of consumer needs, industry trends, and best practices • Provides professional quality sales and service for customer and prospect inquiries, issues, and requests • Probes to understand customer needs and advises them through their unique investment needs • Achieves sales targets with a focus on relevant investment products • Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
🎯 Requirements
• Typically between 0 - 2 years of relevant experience • Post-secondary degree in a related field of study desirable or an equivalent combination of education and experience • High school diploma or equivalent work experience • Knowledge of competitive marketplace trends and product offerings • Knowledge of BMO Investment / BMO InvestorLine products and services • Completion of Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative when joining BMO • Some understanding of Risk Management & Compliance • Good verbal & written communication skills • Good organization skills • Good collaboration & team skills • Good analytical and problem-solving skills • Fluency in French and English
🏖️ Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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