Note: The job is a remote job and is open to candidates in USA. BMO is a financial institution committed to creating lasting, positive change for customers and communities. The Mutual Funds Representative role focuses on delivering sound investment advice and building meaningful customer relationships while working from home.

Responsibilities

• Supporting customers in the inbound call queue at the BMO Investment Centre
• Delivering an amazing customer experience
• Understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects
• Supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customers goals and objectives ensuring they are setup with the appropriate investment products and services
• Fulfilling sales and service activities in accordance with approved procedures

Skills

• 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 given our industry is highly regulated
• Excellent communication, organizational, time management, and listening skills which are all vital for servicing our customers
• Resilient, passionate and curious because your day will have its fair share of opportunities
• Strong verbal and written language skills in both French and English

Benefits

• Commission structure
• Performance-based incentives
• Discretionary bonuses
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• In-depth training and coaching
• Manager support and network-building opportunities
• Tools and resources you need to reach new milestones

Company Overview