Mutual Funds Representative; Virtual, Bilingual - French and English

Overview

• Ready to build your career in the investment industry while working from home?
• Work from home every day – no commutes, grow your career from the comfort of your own home.
• Whether new to Wealth Management or experienced, our contact center is the right place for you!

• Seeking a role focused on delivering sound investment advice, putting the customer at the center of every interaction.
• Love interacting with people and passionate about helping Canadians invest smarter.
• Passion for investments and staying up‑to‑date on market news.
• Understand what it is like to be a customer and appreciate going above and beyond to help people and solve problems.
• Enjoy learning about a customer’s financial situation, and educating to help reach financial goals.
• Positive attitude that nothing is too small (or too big) to achieve.

• Support customers in the inbound call queue at the BMO Investment Centre, breaking the mold of a traditional contact centre.
• Invoke trust and build meaningful customer relationships – delivering an amazing customer experience regardless of obstacles.
• 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 goals and ensure appropriate investment products and services.
• Fulfill these sales and service activities in accordance with approved procedures.

• 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 competitive marketplace trends and product offerings.
• Some knowledge of industry regulations and standards.
• Excellent communication, organizational, time‑management, and listening skills.
• Resilient, passionate, and curious; ready for a day with opportunities.
• Strong verbal and written language skills in both French and English.

$38,500.00 - $71,000.00, salaried, may include commission structure. Salaries vary based on location, skills, experience, education, and qualifications for the role.

Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.