Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)

Overview

This role supports wealth sales and service by understanding customer needs and providing wealth and investment-related sales and service to customers or prospects. You will advise clients on wealth and investment strategies and products aligned to their objectives, complete required sales and service activities using approved procedures, and refer to other business groups as needed.

Responsibilities

• Provide professional quality sales and service for customer and prospect inquiries, issues, and requests.
• Probe to understand customer needs and advise clients through their unique investment needs.
• Achieve sales targets with a focus on relevant investment products.
• Manage transactional outcomes of customer contacts or refer to appropriate internal business groups.
• Identify opportunities to enhance customer experience by offering products that meet investment needs.
• Make outbound calls to customers as needed and proactively look for opportunities.
• Stay current on consumer needs, industry trends, best practices, and the regulatory environment related to products and services provided.
• Escalate complex or unresolved customer situations to senior managers as required.
• Complete required documentation after customer interactions to ensure requests are processed accurately.
• Maintain current knowledge of investment markets, practices, and trends and integrate this knowledge into customer conversations.
• Integrate marketing promotions and programs into customer conversations where appropriate.
• Maintain confidentiality of customer and bank information.
• Identify and report suspicious patterns of activity suspected to be related to money laundering.
• Adhere to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements, and Privacy Act provisions.
• Complete complex and diverse tasks within given rules/limits and handle escalations from other employees when needed.
• Analyze issues and determine next steps.

Qualifications

• Typically 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable, or an equivalent combination of education and experience.
• High school diploma or equivalent work experience.
• Knowledge of competitive marketplace trends and product offerings.
• Knowledge of BMO Investment / BMO InvestorLine products and services.
• Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative preferred.
• Canadian Investment Regulatory Exam (CIRE) and the Derivatives Exam will need to be completed during a specified time to become fully functional in role.
• Some understanding of Risk Management & Compliance.
• Verbal and written communication skills (Good); English and Mandarin, Cantonese preferred.
• Strong organization, collaboration, analytical, and problem-solving skills.

Preferred Qualifications

• Completed Canadian Securities Course (CSC) / CIRO licensed as an Investment Representative.

Compensation & Benefits

• Salary: $40,500.00 - $80,000.00
• Pay Type: Salaried
• Salaries vary based on factors including location, skills, experience, education, and qualifications for the role, and may include a commission structure.
• Total compensation package may include performance-based incentives, discretionary bonuses, and other perks and rewards.
• Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Location

• Virtual / Remote (Work from home)
• Availability to work between 8:00AM and 6:00PM EST, Monday to Friday (37.5 hours per week).

Application Deadline

• 11/15/2026