Investment Specialist, Bmo Investorline (english, Mandarin, Cantonese)

BMO

Virtual, CA
Base: $38,500.00 - $71,000.00; bonus/equity: commi...
Fully remote
Fluent in english, mandarin, and cantonese
Ability to work 8:00 am to 6:00 pm est
Strong verbal and written communication skills
The role involves advising customers on wealth and investment strategies while fulfilling sales targets for relevant investment products

Job Summary

  • The role involves advising customers on wealth and investment strategies while fulfilling sales targets for relevant investment products.
  • Candidates must adhere to strict regulatory requirements including Anti-Money Laundering and Financial Consumer Agency of Canada provisions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

The role involves advising customers on wealth and investment strategies while fulfilling sales targets for relevant investment products.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Commission structure possible; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Fluent in English, Mandarin, and Cantonese
  • Ability to work 8:00 AM to 6:00 PM EST
  • Strong verbal and written communication skills
  • Knowledge of competitive market trends
  • Understanding of risk management and compliance

Nice-to-have

  • Proactive approach to customer experience
  • Collaboration and team skills
  • Analytical and problem-solving abilities
  • Interest in wealth management products

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent experience
  • Canadian Securities Course (CSC) preferred
  • CIRO Investment Representative license required
  • Completion of CIRE and Derivatives Exam

Work Rights

Not specified

Tailored Resume

Cover Letter