Investment Specialist, Bmo Investorline (mandarin/cantonse) Remote

BMO

Virtual, CA
Base: $36,600.00 - $67,500.00; bonus/equity: commi...
Fully remote
Fluent in english mandarin and/or cantonese
Ability to work monday to friday shifts
Strong verbal and written communication skills
The role involves advising customers on wealth and investment strategies that meet their specific objectives while fulfilling sales targets

Job Summary

  • The role involves advising customers on wealth and investment strategies that meet their specific objectives while fulfilling sales targets.
  • 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.

Matching Summary

The role involves advising customers on wealth and investment strategies that meet their specific objectives while fulfilling sales targets.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: Commission structure possible; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Fluent in English Mandarin and/or Cantonese
  • Ability to work Monday to Friday shifts
  • Strong verbal and written communication skills

Nice-to-have

  • Knowledge of competitive market trends
  • Understanding of risk management and compliance
  • Proactive approach to customer experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter