Mutual Funds Representative (Bilingual in English and in French ) Virtual
Core
Deliver sound investment advice and sales/service support to BMO customers via inbound calls, focusing on mutual funds and term investments.
Role type
Wealth Sales & Service Investment Specialist (Bilingual)
Builds
Customer relationships and investment accounts for BMO clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Mutual fund and term investment knowledge, customer needs analysis, onboarding support, regulatory compliance awareness, bilingual communication (English/French)
Preferred skills
Market trend analysis, problem-solving, goal setting assistance
Technologies
BMO Investment Centre systems
Responsibilities
Support customers through onboarding of new accounts, execute Mutual Fund and Term investment transactions, review customer goals and objectives, ensure setup with appropriate investment products
Seniority
Entry to Mid-level, hands-on IC