[Remote] Mutual Funds Representative, Virtual, Bilingual - New or Recent Graduate

Note: The job is a remote job and is open to candidates in USA. BMO Bank N.A. is seeking a Mutual Funds Representative who will provide wealth and investment-related sales and service to customers. The role involves advising customers on investment strategies, fulfilling sales activities, and maintaining knowledge of market trends and regulatory requirements.

Responsibilities

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
• Advises customers on wealth and investment strategies and products that meet customer’s objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs
• Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided
• Provides professional quality sales and service for customer and prospect inquires, issues and requests
• Probes to understand customer needs and advises them through their unique investment needs
• Achieves sales targets with a focus on relevant investment products
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
• Escalates complex or unresolved customer situations to senior managers as required
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
• Integrates marketing promotions and programs into customer conversations where appropriate
• Maintains the confidentiality of customer and Bank information
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
• Analyzes issues and determines next steps
• Broader work or accountabilities may be assigned as needed
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations

Skills

• Typically between 0 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
• High school diploma or equivalent work experience
• Knowledge of competitive market place trends and product offerings
• Knowledge of BMO Investment / BMO InvestorLine products and services
• To complete Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative when joining BMO
• Some understanding of Risk Management & Compliance
• Specialized knowledge
• Verbal & written communication skills - Good
• Organization skills - Good
• Collaboration & team skills - Good
• Analytical and problem solving skills - Good
• You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec

Benefits

• Performance-based incentives
• Discretionary bonuses
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Company Overview