Investment Specialist – Bilingual in French and English
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Job Description
Investment Specialist supporting inbound calls at the BMO Investment Centre. Focusing on delivering investment advice and building customer relationships.
Responsibilities:
- Primarily support customers in the inbound call queue at the BMO Investment Centre
- Invoke trust and build meaningful customer relationships
- Deliver an amazing customer experience, regardless of obstacles
- Become an expert in understanding customer needs and providing wealth and investment-related sales and services
- Support customers through onboarding new accounts, Mutual Fund and Term investment transactions, reviewing customer goals and objectives
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
- Excellent communication, organizational, time management, and listening skills
- Bilingualism is a strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset as well.
Benefits:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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