Advisor, BMO adviceDirect (Bilingual - English and Mandarin/Cantonese) WFH - Remote

Overview

This is a remote role where you will build your career in the investments industry, providing sound investment advice and focusing on client relationships from the comfort of your home.

In Short

• Remote work from home position.
• Focus on delivering sound investment advice.
• Support clients primarily through inbound calls.
• Build and maintain strong client relationships.
• Assist clients with onboarding and account access.
• Provide customized investment strategies.
• Fulfill sales and service activities.
• Minimum 2 years relevant experience required.
• Bilingualism in English and Mandarin/Cantonese is a strong asset.
• Knowledge of various investment products and regulations.

Requirements

• Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH).
• IIROC licensed as an Investment Representative.
• Strong communication and organizational skills.
• Ability to work in a fast-paced environment.
• Passion for helping clients achieve financial goals.
• Robust knowledge of investment products.
• In-depth understanding of industry regulations.
• Bilingualism in French and English is an asset.
• Industry accreditations (CIM, CFA, CFP) preferred.
• Excellent listening skills.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and bonuses.
• Tools and resources for professional growth.
• Supportive work environment.
• Opportunities for network-building.
• Inclusive and accessible workplace.
• Flexible working conditions.