Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese)

BMO; Saskatchewan; Remote; CAD 37,000 - 70,000; Full time

Job summary

An established industry player is seeking an Investment Specialist to join their team. This role offers the opportunity to work from home while providing exceptional wealth and investment services. You will engage with clients, understand their needs, and advise on investment strategies to meet their financial goals. With a focus on compliance and industry trends, you will play a crucial role in driving sales and fostering client relationships. Join a company that values inclusivity and offers training and growth opportunities, making it an exciting time to contribute to their mission of positive change.

Qualifications

• 2-3 years of relevant experience in investment or wealth management.
• Strong communication skills in English and Mandarin/Cantonese.

Responsibilities

• Provide wealth and investment-related sales and service.
• Make outbound calls and manage customer inquiries.

Skills

Verbal and written communication in English

Verbal and written communication in Mandarin

Analytical skills

Customer service

Education

Post-secondary education

Canadian Securities Course (CSC)

Job description

Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese)

Join to apply for the Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese) role at BMO.

This position requires strong verbal and written language skills in English and Mandarin and/or Cantonese, with the ability to work from home. The role involves providing wealth and investment-related sales and service, understanding customer needs, advising on investment strategies, and meeting sales targets. Responsibilities include making outbound calls, staying informed on industry trends, managing customer inquiries, and ensuring compliance with regulatory requirements.

Qualifications: Typically 2-3 years of relevant experience, post-secondary education or equivalent, knowledge of BMO Investment products, and good communication and analytical skills. Canadian Securities Course (CSC) preferred.

Salary: $37,500 - $69,500 per year. Compensation may include bonuses and benefits.

About Us: BMO is committed to creating positive change and fostering an inclusive workplace. We offer training, support, and growth opportunities.