Bilingual Investment Specialist, Mutual Funds (Outbound)

BMO; Quebec; Remote; CAD 37,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a remote sales professional to provide wealth and investment-related services. The ideal candidate will manage customer interactions, achieve sales targets, and maintain knowledge of investment products. Candidates should have customer service and sales experience, along with completion of relevant certifications. The role offers a competitive salary and benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement plans

Qualifications

• Typically 2-3 years of relevant experience.
• Knowledge of marketplace trends and product offerings.
• Completed Canadian Securities Course (CSC) or IFIC course.

Responsibilities

• Provide wealth and investment-related sales and service.
• Make outbound calls to enhance customer experience.
• Achieve sales targets focused on investment products.

Skills

Customer service skills

Sales skills

Analytical skills

Communication skills

Organizational skills

Collaboration skills

Education

Post-secondary degree or equivalent experience

High school diploma

Tools

BMO InvestorLine products

Job description

Application Deadline: 06 / 29 / 2025

Address: VIRTUAL59 - REMOTE / TELETRAVAIL - ON - BMO

Language Requirements for role: Strong verbal and written language skills in both French and English

Certifications: Must have completed IFIC or CSC

Work from home

Availability to work between 8:00 AM and 8:00 PM EST Monday to Friday (37.5 hours per week)

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer's objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

• Primarily makes outbound calls to customers to proactively look for opportunities to enhance customer experience by providing products that meet investment needs. There is potential to take inbound calls if market conditions warrant.
• Stays updated on consumer needs, industry trends, best practices, and regulatory environment related to provided products and services.
• Provides professional quality sales and service for customer and prospect inquiries, issues, and requests.
• Probes to understand customer needs and advises them on their unique investment needs.
• Achieves sales targets focused on relevant investment products.
• Manages all transactional outcomes of customer contacts or refers to appropriate internal groups.
• Escalates complex or unresolved customer situations to senior managers as needed.
• Performs necessary documentation after customer interactions to ensure accurate processing of requests.
• Mantains current knowledge of investment markets, practices, and trends, integrating this into customer conversations professionally.
• Incorporates marketing promotions and programs into customer conversations where appropriate.
• Maintains confidentiality of customer and bank information.
• Identifies and reports suspicious activity related to money laundering.
• Adheres to regulatory and compliance requirements, including AML, Terrorist Financing reporting, FCAC consumer provisions, and Privacy Act.
• Completes diverse tasks within given rules/limits, including handling escalations from other employees.
• Analyzes issues and determines next steps.
• Additional responsibilities may be assigned as needed.

Qualifications:

Typically 2-3 years of relevant experience; post-secondary degree in related field desirable or an equivalent combination of education and experience.

High school diploma or equivalent work experience.

Knowledge of marketplace 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.

Understanding of Risk Management & Compliance.

Good verbal & written communication skills.

Good organization skills.

Good collaboration & team skills.

Good analytical and problem-solving skills.

Grade & Job Category: Individual Contributor / Collaborateur

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

The salary range reflects BMO's compensation for this grade, role-based, and may vary based on location, skills, experience, education, and qualifications. It may include commissions. Compensation is regularly evaluated and adjusted based on market data.

Salaries for part-time roles are pro-rated. For roles with commissions, the listed salary is the target for the first year.

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, insurance, and retirement plans. More details are available at: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO, we are driven by our purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and people. We support our employees with tools, training, and opportunities to grow and make an impact, from day one.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during the hiring process.