Investment Specialist - BMO Investorline - Remote

Overview

The Investment Specialist at BMO Investorline provides wealth and investment-related sales and service to customers, advising them on strategies and products that meet their financial goals.

In Short

• Remote position with a focus on wealth management.
• Requires Mandarin and/or Cantonese communication skills.
• Advises customers on investment strategies and products.
• Achieves sales targets related to investment products.
• Handles customer inquiries, issues, and requests professionally.
• Maintains knowledge of investment markets and trends.
• Collaborates with other business groups for customer referrals.
• Adheres to regulatory compliance requirements.
• Documents customer interactions accurately.
• Participates in training and development opportunities.

Requirements

• 2-3 years of relevant experience in financial services.
• Post-secondary degree in a related field preferred.
• Completion of Canadian Securities Course (CSC) or equivalent.
• Good verbal and written communication skills.
• Strong organizational and analytical skills.
• Ability to work collaboratively in a team environment.
• Understanding of risk management and compliance.
• Knowledge of BMO Investment products and services.
• Customer-focused with a proactive approach.
• Ability to manage complex customer situations.

Benefits

• Competitive salary with performance-based incentives.
• Health insurance and retirement savings plans.
• Tuition reimbursement for professional development.
• Accident and life insurance coverage.
• Inclusive and accessible workplace environment.
• Opportunities for career growth and development.
• Training and coaching support from management.
• Networking opportunities within the organization.
• Employee recognition programs.
• Flexible work arrangements.