Investment Specialist – Bilingual, English, Mandarin or Cantonese

This is a fully remote position, open to applicants in Canada.

📋 Description

• Comprehend customer requirements and deliver wealth and investment-related sales and services to BMO clients or potential clients.

• Provide guidance to customers regarding wealth and investment strategies and products that align with their goals.

• Execute sales and service tasks in accordance with established protocols.

• Recognize and direct customers to other business divisions as necessary.

• Initiate outbound calls and proactively seek opportunities to improve the customer experience.

• Offer professional sales and service for inquiries, issues, and requests from customers and prospects.

• Investigate to understand distinct investment needs and advise customers suitably.

• Meet sales objectives centered on relevant investment offerings.

• Oversee transactional outcomes or refer issues to the appropriate internal business units.

• Elevate complex or unresolved customer issues to senior management.

• Finalize documentation following customer interactions.

• Stay updated on investment markets, practices, trends, and regulatory obligations.

• Incorporate marketing promotions and initiatives into customer discussions where appropriate.

• Ensure confidentiality of customer and Bank information.

• Detect and report suspicious activities related to money laundering.

• Comply with AML, terrorist financing, FCAC consumer protection, Privacy Act, risk management, and regulatory requirements.

• Complete a variety of complex tasks, including managing escalations from other team members.

• Assess issues and determine subsequent actions.

• Make risk-informed decisions that align with business strategy, approved policies, laws, and regulations.

⛳️ Requirements

• Generally 2–3 years of relevant experience.

• A post-secondary degree in a related field is preferred, or an equivalent combination of education and experience.

• High school diploma or equivalent work experience.

• Awareness of competitive market trends and product offerings.

• Familiarity with BMO Investment and BMO InvestorLine products and services.

• Completion of the Canadian Securities Course (CSC) / CIRO licensing is preferred.

• The Canadian Investment Regulatory Exam (CIRE) and Derivatives Exam must be completed within the designated timeframe to achieve full functionality.

• Understanding of Risk Management and Compliance.

• Specialized knowledge in relevant areas.

• Proficient verbal and written communication skills in English and Mandarin and/or Cantonese.

• Strong organizational abilities.

• Excellent collaboration and teamwork skills.

• Solid analytical and problem-solving capabilities.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Accommodations available upon request during the selection process.