Investment Specialist, BMO InvestorLine Trilingual (Mandarin&Cantonse) Remote

BMO is seeking a dedicated Investment Specialist to join the InvestorLine team. In this role, you will provide professional wealth and investment-related sales and service, helping customers achieve their financial objectives through tailored strategies and product recommendations.

Key responsibilities

• Provide high-quality sales and service to customers, addressing inquiries and identifying investment needs.
• Proactively engage with customers to enhance their experience and achieve sales targets for investment products.
• Analyze customer situations, provide expert advice, and manage transactional outcomes effectively.
• Maintain up-to-date knowledge of investment markets, industry trends, and regulatory requirements.
• Ensure all documentation is accurate and adhere to strict compliance and anti-money laundering protocols.

Requirements

• Fluency in English, Mandarin, and/or Cantonese is mandatory.
• Typically 2-3 years of relevant experience with a post-secondary degree or equivalent combination of education and experience.
• Completion of the Canadian Securities Course (CSC) or CIRO licensing as an Investment Representative is preferred.
• Strong analytical, problem-solving, and organizational skills.
• Ability to work effectively within a team and maintain professional communication standards.

What we offer

• Comprehensive training, coaching, and professional development resources to help you grow your career.
• A supportive and inclusive work environment that values diverse perspectives and individual contributions.
• Access to a robust total compensation package, including health insurance, retirement savings plans, and performance-based incentives.