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Bilingual Investment Representative Jobs

Investment Specialist-Mutual Funds, Bmo Investment Centre (Virtual - Bilingual - French And English)
By BMO At New Brunswick, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
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.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Investment Representative Jobs
By Robertson & Company Ltd. At Ontario, Canada
Proven track record of investment sales and client relationship management
Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
Strong communication and presentation skills
Identify, source, and secure potential investors for mortgage fund trust.
Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
Investment Client Representative (Hybrid - Custodian Bank)
By Aston Carter At Toronto, Ontario, Canada
CSC Certification (Obtained, or in the Process Of)
Strong Communication Skills (English - Verbal & Written)
Working Knowledge of Microsoft Office (Outlook, Word, Excel)
Job duties include, but are not limited to the following:
Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets
Bilingual Banking Representative Jobs
By Aston Carter At Vancouver, British Columbia, Canada
Must Have Experience/Knowledge Of :
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests
Client experience, servicing clients, fulfil immediate need and identify additional opportunities available to the client
Past experience in a customer service role where you provided a variety of needs based solutions
Experience working in a team and metrics-based performance environment
Previous experience working in a Contact/Call Centre or in a fast paced financial and/or service industry
Disability Representative Sr - Bilingual
By Sedgwick At New Brunswick, Canada
Three (3) years of benefits or disability case/claims management experience or equivalent combination of education and experience required.
Knowledge of ERISA regulations, required offsets and deductions, disability duration and medical management practices and Social Security application procedures
Working knowledge of medical terminology and duration management
Refers cases as appropriate to team lead and clinical case management.
Analyzes, approves and authorizes assigned claims and determines benefits due pursuant to a disability plan.
Determines benefits due, makes timely claims payments/approvals and adjustments for workers compensation, Social Security Disability Income (SSDI), and other disability offsets.
Investment Specialist - Gic - Bilingual, Virtual
By BMO At Saskatchewan, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
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.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Bilingual Investment Representative (Hybrid)
By Morgan Stanley At Montreal, Quebec, Canada
Ability to work independently, while remote, with proven time management, organizational and problem-solving skills
We offer a hybrid work environment, combining remote work and attendance in the office.
Participating in team huddles and continuing education and development
Competitive base salary and a wide range of additional benefits
Outstanding oral, written, and inter-personal communication skills
You are willing to pass any additional required licenses and qualifications required for the role
Bilingual Sales Representative - Orléans, On
By Kognitive Sales Solutions At Orleans, Ontario, Canada
Educate customers on the features and benefits of our partner Canadian Tire Triangle Mastercard within the store and kiosk
Provide expectational customer service ensuring customers have a great experience
Find creative approaches to engage customers and share the benefits of the product
Customer service or sales experience an asset
Strong listening and communication skills
Drive sales, advocacy and brand awareness for our client’s product
Sales Representative (Bilingual) Jobs
By IBI Group At Fredericton, New Brunswick, Canada
Have excellent time management and organizational skills
Has experience in managing or being managed in a previous sales environment.
Working closely with the account management team as they cross and upsell various products
Experience using a CRM to manage and forecast sales
This position can be worked at a remote location, or in the Fredericton office or and IBI/Arcadis Office worldwide.
CRM and various sales tools knowledge. (Salesforce is a bonus)
Operations Investment Representative Jobs
By Insight Global At Toronto, Ontario, Canada
-Completed Degree/ Diploma in Finance, Business, Administration or related
-Keen eye for detail when tracking and formulating data
-Proficiency with Excel (Macros, V-Lookups, Familiarity with Access databases)
-Familiarity with the Canadian stock market is a high priority for this role
Investment Specialist-Mutual Funds, Bmo Investment Centre (Virtual - Bilingual - French And English)
By BMO At Kitsumkaylum 1, British Columbia, Canada
Knowledge of competitive market place trends and product offerings.
Some understanding of Risk Management & Compliance.
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.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Broader work or accountabilities may be assigned as needed.
Bilingual Sales Representative Jobs
By MT Talent Solutions Inc. At Mississauga, Ontario, Canada
Manage your own portfolio of customers and work with customers and team members.
Provide timely and appropriate customer service with technical expertise and a strong orientation to understanding a customer's specialized needs and requirements.
Work collaboratively with other sales and support teams to provide an exceptional customer experience.
Excellent written and verbal communication skills in both English and French to effectively engage with customers and build lasting relationships
Adaptable to changing circumstances, and able to work both in the office and remotely
Full Benefits Package including Medical, Dental and Vision

Are you looking for an exciting opportunity to use your bilingual skills? We are looking for an Investment Representative to join our team! You will be responsible for providing clients with financial advice and guidance, as well as helping them make informed decisions about their investments. If you are a motivated individual with excellent communication and interpersonal skills, this could be the perfect job for you!

An Overview of Bilingual Investment Representative Jobs:

Bilingual Investment Representatives are financial professionals who provide advice and guidance to clients on investments, retirement planning, and other financial matters. They must be knowledgeable in a variety of financial products and services, and be able to explain them in both English and a second language. Bilingual Investment Representatives must be able to communicate effectively with clients and understand their needs and goals. They must also be able to analyze financial data and make sound recommendations. How To Become an Bilingual Investment Representative jobs ? To become a Bilingual Investment Representative, you will need to have a bachelor’s degree in finance, economics, or a related field. You will also need to obtain a license from the Financial Industry Regulatory Authority (FINRA). In addition, you will need to pass the Series 7 and Series 63 exams. You will also need to have strong communication and interpersonal skills, as well as the ability to understand and explain complex financial concepts. Bilingual Investment Representative Skills requied For Your Resume And Career?
• Knowledge of financial products and services
• Ability to communicate effectively in both English and a second language
• Ability to analyze financial data and make sound recommendations
• Strong interpersonal and communication skills
• Ability to understand and explain complex financial concepts
• Proficiency in Microsoft Office Suite
• Knowledge of financial regulations and compliance
Bilingual Investment Representative Knowledge For Your Resume And Career?
• Knowledge of financial products and services
• Knowledge of financial regulations and compliance
• Knowledge of financial markets and trends
• Knowledge of investment strategies
• Knowledge of retirement planning
• Knowledge of tax laws and regulations
• Knowledge of risk management
Bilingual Investment Representative Responsibilities For Your Resume And Career?
• Provide advice and guidance to clients on investments, retirement planning, and other financial matters
• Analyze financial data and make sound recommendations
• Develop and maintain relationships with clients
• Monitor financial markets and trends
• Prepare and present financial reports
• Ensure compliance with financial regulations
• Manage client portfolios
Bilingual Investment Representative Experience For Your Resume And Career?
• Previous experience in a financial services role
• Experience in customer service
• Experience in sales
• Experience in financial analysis
• Experience in portfolio management
• Experience in risk management
Bilingual Investment Representative Qualifications For Your Resume And Career?
• Bachelor’s degree in finance, economics, or a related field
• FINRA license
• Series 7 and Series 63 exams
• Strong communication and interpersonal skills
• Ability to understand and explain complex financial concepts
• Proficiency in Microsoft Office Suite
Bilingual Investment Representative Educations For Your Resume And Career?
• Bachelor’s degree in finance, economics, or a related field
• Professional certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)
• Continuing education courses in financial markets, investment strategies, and retirement planning
What tools help Bilingual Investment Representative work better?
• Financial analysis software
• Portfolio management software
• Customer relationship management (CRM) software
• Financial planning software
• Investment tracking software
• Tax preparation software
Good tips to help Bilingual Investment Representative do more effectively?
• Stay up to date on financial markets and trends
• Develop strong relationships with clients
• Listen to clients’ needs and goals
• Provide clear and concise advice
• Analyze financial data and make sound recommendations
• Ensure compliance with financial regulations
Common Bilingual Investment Representative interview questions?
• What experience do you have in the financial services industry?
• How do you stay up to date on financial markets and trends?
• What strategies do you use to develop relationships with clients?
• How do you ensure compliance with financial regulations?
• What strategies do you use to analyze financial data and make sound recommendations?
• What challenges have you faced in the financial services industry?