Investment Specialist, Mutual Funds (Bilingual - French and English)

Investment Specialist, Mutual Funds (Bilingual - French and English) Location: Virtual, QC, CAN; Virtual, ON, CAN; Virtual, BC, CAN; Virtual, NB, CAN; Virtual, PE, CAN Time Type: Full time Posted on: Posted 8 Days Ago Job Requisition ID: R240018290 Application Deadline: 09/15/2024 Address: VIRTUAL61 - HomeRes - QC - BMO Job Family Group: Wealth Sales & Service Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed either the IFIC or CSC certification Work from home Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) Start date: November 4th, 2024 Responsibilities: Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects. Advise customers on wealth and investment strategies and products that meet customer’s objectives. Fulfill sales and service activities for the customer in accordance with approved procedures. Identify and make referrals to other business groups as needed. Make outbound calls to customers and proactively look for opportunities to enhance customer experience. Stay abreast of consumer needs, industry trends, and best practices. Provide professional quality sales and service for customer inquiries, issues, and requests. Probe to understand customer needs and advise them through their unique investment needs. Achieve sales targets with a focus on relevant investment products. Manage all transactional outcomes of customer contacts or refer to appropriate internal business groups. Escalate complex or unresolved customer situations to senior managers as required. Perform any required documentation after completed customer interactions. Maintain current knowledge of investment markets, practices, and trends. Integrate marketing promotions and programs into customer conversations where appropriate. Maintain the confidentiality of customer and Bank information. Identify and report suspicious patterns of activity related to money laundering. Adhere to regulatory and compliance requirements. Complete complex & diverse tasks within given rules/limits. Analyze issues and determine next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. High school diploma or equivalent work experience. Knowledge of competitive market place trends and product offerings. Knowledge of BMO Investment / BMO InvestorLine products and services. Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative. Some understanding of Risk Management & Compliance. Specialized knowledge. Good verbal & written communication skills. Good organization skills. Good collaboration & team skills. Good analytical and problem-solving skills. You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec. Salary: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role. We’re here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. #J-18808-Ljbffr