Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese)
Top Benefits
About the role
Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese)
Job ID: R250007767
Posted Date: July 14th 2025
Description
Application Deadline: 08/31/2025
Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO
Job Family Group: Wealth Sales & Service
Language preferences for role: Strong verbal and written language skills in both English and Mandarin and/or Cantonese
Work from home
Availability: 8:00 AM – 6:00 PM EST Monday to Friday (37.5 hours per week)
Responsibilities
- 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: May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
- Probes to understand customer needs and advises them through their unique investment needs.
- Achieves sales targets with a focus on relevant investment products.
- Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to senior managers as required.
- Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti‑Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (and) Privacy Act provisions.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications
- Typically between 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 market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) preferred.
- Some understanding of Risk Management & Compliance.
- Specialized knowledge.
- Verbal & written communication skills – Good.
- Organization skills – Good.
- Collaboration & team skills – Good.
- Analytical and problem solving skills – Good.
Salary
Salary: $38,500.00 – $71,000.00
Pay Type: Salaried
The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and may include a commission structure.
Benefits
BMO Financial Group’s total compensation package may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Additional perks and rewards (see total‑rewards page)
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
For more details on benefits, visit: https://jobs.bmo.com/global/en/Total-Rewards
To learn more about BMO, visit: https://jobs‑bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese)
Top Benefits
About the role
Investment Specialist, BMO Investorline (English and Mandarin and/or Cantonese)
Job ID: R250007767
Posted Date: July 14th 2025
Description
Application Deadline: 08/31/2025
Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO
Job Family Group: Wealth Sales & Service
Language preferences for role: Strong verbal and written language skills in both English and Mandarin and/or Cantonese
Work from home
Availability: 8:00 AM – 6:00 PM EST Monday to Friday (37.5 hours per week)
Responsibilities
- 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: May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providing products that meet investment needs.
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
- Provides professional quality sales and service for customer and prospect inquiries, issues and requests.
- Probes to understand customer needs and advises them through their unique investment needs.
- Achieves sales targets with a focus on relevant investment products.
- Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
- Escalates complex or unresolved customer situations to senior managers as required.
- Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
- Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
- Integrates marketing promotions and programs into customer conversations where appropriate.
- Maintains the confidentiality of customer and Bank information.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Adheres to regulatory and compliance requirements, including Anti‑Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (and) Privacy Act provisions.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications
- Typically between 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 market place trends and product offerings.
- Knowledge of BMO Investment / BMO InvestorLine products and services.
- Completed Canadian Securities Course (CSC) preferred.
- Some understanding of Risk Management & Compliance.
- Specialized knowledge.
- Verbal & written communication skills – Good.
- Organization skills – Good.
- Collaboration & team skills – Good.
- Analytical and problem solving skills – Good.
Salary
Salary: $38,500.00 – $71,000.00
Pay Type: Salaried
The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and may include a commission structure.
Benefits
BMO Financial Group’s total compensation package may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers:
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Additional perks and rewards (see total‑rewards page)
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
For more details on benefits, visit: https://jobs.bmo.com/global/en/Total-Rewards
To learn more about BMO, visit: https://jobs‑bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.