BMO U.S.
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.
Bilingual Mutual Funds Representative – English, French
Job not on LinkedIn
November 23
🗣️🇫🇷 French Required
BMO U.S.
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 and look proactively for opportunities to enhance customer experience by providing products that meet investment needs • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided • 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 • Escalates complex or unresolved customer situations to senior managers as required.
🎯 Requirements
• Typically between 2 - 3 years of relevant experience • post-secondary degree in related field of study desirable or an equivalent combination of education and experience • High school diploma or equivalent work experience • Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative • Some understanding of Risk Management & Compliance
🏖️ Benefits
• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans
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