Remote Bilingual Investment Specialist - BMO

Join BMO as a Remote Bilingual Investment Specialist, leveraging your skills in both French and English. This role focuses on wealth management sales and service to enhance customer experiences.
BMO is seeking a Bilingual Investment Specialist with strong sales abilities for its remote team. You will provide tailored investment advice, address customer needs, and meet sales targets. The role demands knowledge of BMO products and a proactive approach to customer interactions and needs.
Key Responsibilities:
• Advise customers on wealth and investment strategies
• Fulfill sales and service activities according to procedures
• Make outbound calls to enhance customer experience
• Maintain confidentiality of customer and bank information
• Provide documentation post customer interactions
Requirements:
• 2-3 years of relevant experience
• Completion of IFIC or CSC certification
• Fluent in French and English
• Knowledge of investment markets and BMO produc...