Investment Specialist, Bmo Investorline (mandarin/cantonse) Remote

BMO

ON, Canada
Base: $36,600.00 - $67,500.00; bonus/equity: may i...
Fully remote
Mandarin/cantonese fluency required
Investment strategies and products
Customer needs analysis
Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects

Job Summary

  • Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.
  • Achieves sales targets with a focus on relevant investment products.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects.

Salary

Base: $36,600.00 - $67,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Mandarin/Cantonese fluency required
  • Investment strategies and products
  • Customer needs analysis
  • Sales targets achievement
  • Regulatory compliance adherence

Nice-to-have

  • Proactive customer outreach
  • Enhance customer experience
  • Industry trends awareness
  • Professional quality service

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • English, Mandarin, Cantonese fluency
  • Completed CSC / CIRO licensed preferred
  • High school diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter