Investment Specialist - BMO Investorline

BMO Financial Group; United States; Remote; USD 37,000 - 70,000; Full time

Job summary

BMO Financial Group is seeking a motivated individual for a remote position in Wealth Sales & Service. The role involves advising clients on investment strategies, achieving sales targets, and maintaining knowledge of market trends. Candidates must be proficient in Mandarin and/or Cantonese, with a strong background in customer service and investment products. Join a company committed to positive change and employee growth through comprehensive training and benefits.

Benefits

Health Insurance

Tuition Reimbursement

Retirement Plans

Qualifications

• 2-3 years of relevant experience required.
• Knowledge of BMO Investment products and services.

Responsibilities

• Make outbound calls to enhance customer experience with investment products.
• Advise customers on investment options tailored to their needs.
• Achieve sales targets focusing on investment products.

Skills

Mandarin

Cantonese

Communication

Organizational Skills

Analytical Skills

Education

Post-secondary degree

High school diploma

Canadian Securities Course (CSC)

Job description

Application Deadline: 05/15/2025

Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Job Family Group: Wealth Sales & Service

Mandarin and/or Cantonese verbal and written skills required.

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

1. Make outbound calls to customers and proactively seek opportunities to enhance customer experience by providing suitable investment products.
2. Stay updated on consumer needs, industry trends, best practices, and relevant regulations.
3. Provide professional sales and service for customer inquiries, issues, and requests.
4. Understand customer needs and advise on investment options tailored to them.
5. Achieve sales targets focusing on relevant investment products.
6. Manage transactional outcomes or refer to appropriate internal teams.
7. Escalate complex customer issues to senior management as needed.
8. Accurately document customer interactions to ensure proper processing of requests.
9. Maintain knowledge of investment markets, practices, and trends, and incorporate this into customer conversations professionally.
10. Incorporate marketing promotions and programs into customer interactions where appropriate.
11. Maintain confidentiality of customer and bank information.
12. Report suspicious activity related to money laundering.
13. Adhere to all regulatory and compliance requirements, including AML, FCAC, and Privacy Act provisions.
14. Handle complex tasks within given rules and resolve escalations from other employees.
15. Analyze issues and determine next steps.
16. Perform additional duties as assigned.

Qualifications:

1. Typically 2-3 years of relevant experience; post-secondary degree preferred or equivalent experience.
2. High school diploma or equivalent.
3. Knowledge of market trends and product offerings.
4. Knowledge of BMO Investment / BMO InvestorLine products and services.
5. Completion of Canadian Securities Course (CSC) or equivalent; IIROC licensed as an Investment Representative.
6. Understanding of risk management and compliance.
7. Strong verbal and written communication skills.
8. Good organizational, collaboration, and analytical skills.

Salary: $37,500.00 - $69,500.00

Pay Type: Salaried

Salaries vary based on location, skills, experience, education, and qualifications, and may include commissions. Part-time salaries are pro-rated. The listed salary is the target for the first year for commission roles.

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement plans. More details can be found at https://jobs.bmo.com/global/en/Total-Rewards.

About Us

At BMO, we are driven by a shared purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees through innovation and collaboration.

We value our team members and support their growth with training, coaching, and development opportunities. Learn more at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during the recruitment process. Please contact your recruiter for assistance.

Note: BMO does not accept unsolicited resumes except through direct application. Resumes sent unsolicited will be considered BMO property, and no fees will be paid for such placements. Agencies must have a valid agreement to submit resumes.