Bilingual Investment Specialist – Mutual Funds

Job not on LinkedIn

🕒 June 16

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

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

• responsible to primarily 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 to BMO customers or prospects • typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions • reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services • fulfill these sales and service activities in accordance with approved procedures

🎯 Requirements

• 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 • Bilingualism is a strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset as well.

🏖️ Benefits

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans