Bilingual Mutual Funds Representative – English, French

November 27, 2025

Job Description:

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 inquiries, 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.

Requirements:

Typically between 2 - 3 years of relevant experience
post-secondary degree in related field of study desirable or an equivalent combination of education and experience
High school diploma or equivalent work experience
Completed Canadian Securities Course (CSC) or IFIC course / IIROC licensed as an Investment Representative
Some understanding of Risk Management & Compliance

Benefits:

DISCLAIMER