Investment Specialist, BMO InvestorLine (Mandarin/Cantonse) Remote
Core
Provide wealth and investment-related sales and service to BMO customers, advising on strategies and products to meet investment objectives.
Role type
Investment Specialist (Wealth Sales & Service)
Builds
Investment products and services for BMO customers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, regulatory compliance (AML/FCAC), customer needs analysis, sales target achievement, transaction management, market trend analysis
Preferred skills
Canadian Securities Course (CSC) certification, CIRO licensing, CIRE and Derivatives Exam completion, risk management knowledge
Technologies
BMO Investment / BMO InvestorLine platforms
Responsibilities
Make outbound calls to identify investment opportunities, advise customers on unique investment needs, achieve sales targets for relevant products, manage transactional outcomes, escalate complex situations, maintain confidentiality and report suspicious activity, adhere to regulatory requirements
Seniority
Entry to Mid-level (2-3 years experience)