Bilingual Investment Specialist-Mutual Funds
CanadaFull-TimeMiddle
SalaryCompetitive base salary range approximately $38,500–$71,000, with potential performance-based incentives or commissions.
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Job Details
- Languages
- French and English
- Experience
- 1–3 years
- Required Skills
- Customer service
Requirements
- 1–3 years of experience in financial services, banking, wealth management, or customer-facing advisory roles.
- Completion of IFIC or Canadian Securities Course (CSC) is required.
- Strong understanding of mutual funds, investment products, and financial markets.
- Knowledge of Canadian financial regulations and industry compliance standards.
- Excellent communication skills in both French and English (bilingualism required).
- Strong interpersonal skills with a customer-first mindset and ability to build trust quickly.
- Ability to manage time effectively and perform in a high-volume, fast-paced remote environment.
- Strong problem-solving, active listening, and analytical skills.
- Comfortable working independently from home while maintaining strong team collaboration.
- Resilient, adaptable, and motivated to continuously learn and improve in a dynamic financial environment.
Responsibilities
- Provide inbound investment support to clients by delivering guidance on mutual funds, term investments, and general wealth products.
- Assist clients with account onboarding, transactions, and updates while ensuring accuracy and compliance with regulatory standards.
- Assess client needs, goals, and financial situations to recommend appropriate investment solutions and service options.
- Build trust-based client relationships through clear communication, active listening, and consistent follow-up.
- Stay informed on market trends, product offerings, and regulatory changes to support high-quality investment advice.
- Ensure all interactions and recommendations align with approved policies, procedures, and compliance requirements.
- Deliver exceptional customer service while managing high call volumes in a fast-paced contact centre environment.
- Collaborate with internal teams to resolve client inquiries and ensure a seamless client experience.
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