Mutual Funds Representative – Remote

Work from Home Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week). This is a remote role meaning you will be working at home every day! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.

Who you are?

• You are seeking a role that focuses on delivering sound investment advice, and one that puts the customer at the center of every interaction and decision.
• You love interacting with people and are passionate about helping Canadians invest smarter.
• You have a passion for investments and stay up-to-date on the latest market news.
• You understand what it is like to be a customer and appreciate going above and beyond the call of duty to help people and solve problems for them.
• You enjoy learning about a customer's financial situation, as well as educating and helping people to meet their financial goals.
• Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.

What your day looks like?

• The Investment Specialist is responsible to primarily support customers in the inbound call queue at the BMO Investment Centre.
• A successful Investment Specialist will invoke trust and build meaningful customer relationships - delivering an amazing customer experience.
• You will become an expert in understanding customer needs and providing wealth and investment-related sales and service to BMO customers or prospects.
• This will typically include supporting customers through onboarding of new accounts, Mutual Fund and Term investment transactions, reviewing a customer's goals and objectives ensuring they are set up with the appropriate investment products and services.
• Investment Specialists will also be required to fulfill these sales and service activities in accordance with approved procedures.

What are the qualifications you bring?

• Typically between 1 and 3 years of relevant professional experience.
• Completed Canadian Securities Course (CSC) or Investment Funds in Canada Course (IFIC).
• 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.
• Resilient, passionate and curious.

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

Salary $40,500.00 - $80,000.00 Pay Type Salaried. The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

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.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.