[Remote] Mutual Funds Representative (Virtual, Bilingual - French and English)

Other Jobs To Apply

No other job posts for this day.

Note: The job is a remote job and is open to candidates in USA. BMO is a leading financial institution in Canada, and they are seeking a Bilingual Mutual Funds Representative to work from home. The role involves delivering sound investment advice, supporting customers through onboarding new accounts, and building meaningful customer relationships in the investment sector.


Responsibilities

  • Support customers in the inbound call queue at the BMO Investment Centre
  • Invoke trust and build meaningful customer relationships – delivering an amazing customer experience
  • Become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects
  • Support customers through onboarding of new accounts, Mutual Fund and Term investment transactions
  • Review a customer's goals and objectives ensuring they are setup with the appropriate investment products and services
  • Fulfill 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

  • BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • In-depth training and coaching
  • Manager support and network-building opportunities

Company Overview

  • We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. It was founded in 1817, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.bmo.com.

    • Back to blog

    Common Interview Questions And Answers

    1. HOW DO YOU PLAN YOUR DAY?

    This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

    2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

    When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

    3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

    Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

    4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

    With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

    5. HOW DO YOU PROCESS INFORMATION?

    Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

    6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

    Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

    7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

    Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

    8. HOW TO PRIORITIZE WORK?

    The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

    9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

    Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

    10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

    This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...