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.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
Bilingual Investment Specialist, Mutual Funds – French, English
Job not on LinkedIn
23 hours ago
🗣️🇫🇷 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.
5001 - 10000 employees
🏦 Banking
💸 Finance
💳 Fintech
📋 Description
• Support customers in the inbound call queue at the BMO Investment Centre • Deliver an amazing customer experience and build meaningful relationships • Understand customer needs and provide wealth and investment-related sales and service
🎯 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 • Resilient, passionate and curious
🏖️ Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
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