Bilingual Investment Specialist
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Job Description
Bilingual Investment Specialist supporting clients with investment advice at BMO Investment Centre. Engaging with customers to deliver an exceptional service experience while working from home.
Responsibilities:
- Support customers primarily in the inbound call queue at the BMO Investment Centre
- Become an expert in understanding customer needs
- Provide wealth and investment-related sales and service
- Support customers through onboarding of new accounts and investment transactions
- Review customers' goals and objectives to ensure appropriate investment products and services
Requirements:
- Typically between 1 and 3 years of relevant professional experience
- Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC)
- Good knowledge of the competitive marketplace trends and product offerings
- Some knowledge of industry regulations and standards
- Excellent communication, organizational, time management, and listening skills
- Bilingualism in French and English is a strong asset
- Bilingualism in English and Cantonese or Mandarin will be considered an asset
Benefits:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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