Mutual Funds Representative (Bilingual in English and in French ) Virtual
Core
Deliver sound investment advice and support customers with wealth and investment-related sales and service via inbound calls.
Role type
Investment Specialist (Mutual Funds Representative)
Builds
Customer relationships and investment accounts for BMO clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, customer relationship building, onboarding support, transaction processing, goal review, regulatory compliance understanding
Preferred skills
Market trend analysis, problem-solving, adaptability
Technologies
BMO Investment Centre systems
Responsibilities
Support customers in the inbound call queue, assist with onboarding of new accounts, process Mutual Fund and Term investment transactions, review customer goals and objectives, ensure setup with appropriate investment products
Seniority
Entry to Mid-level (1-3 years experience)