Advisor, BMO adviceDirect (Cantonese and Mandarin) WFH
Top Benefits
About the role
Application Deadline:
09/06/2025
Address:
VIRTUAL(R)52 - REMOTE/TELETRAVAIL - BC - BMO
Job Family Group:
Wealth Sales & Service
Are you ready to build your career in the investments industry while working from home?
Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.
Whether you are new to Wealth Management or already have experience, our contact center is the right place for you!
Website:****[BMO adviceDirect](https://www.bmo.com/main/personal/investments/online- investing/investorline/advicedirect/)
Who you are?
You are seeking a role that focuses on delivering sound investment advice, and
one that puts the client at the center of every interaction and decision.
You love interacting with people and are passionate about helping Canadians
invest smarter.
You have a passion for investments and stay up-to-date on the latest market
news.
You understand what it is like to be a client and appreciate going above and
beyond the call of duty to help people and solve to help them.
You enjoy learning about a client's financial situation, as well as educating
and helping people to meet their financial goals.
Your positive attitude reinforces that nothing is too small (or too big) for
you to achieve.
Responsibilities
Breaking the mold of a traditional contact centre environment, the
adviceDirect advisor is responsible to primarily support clients in the
inbound call queue. A successful advisor will invoke trust and build strong
client relationships, determine individual investment needs and provide
professional, customized advice to ensure client’s financial goals are met.
Advisors will support clients with various requests such as onboarding,
account access, various trade orders, investment strategies, suitability
conversations etc. Advisors will also be required to fulfill sales and service
activities for the clients in accordance with approved procedures.
Qualifications
We are seeking candidates who exhibit a strong desire to work in a fast-paced
environment and who truly want to make a difference in the lives of our
clients. Successful candidates will have:
-
A minimum of 2 years of relevant professional experience
-
Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
-
Knowledge of equity, mutual funds, GICs, HISAs, ETFs and bonds.
-
Robust knowledge and familiarity with commonwealth management strategies and their relative strengths and weaknesses
-
Comprehensive knowledge and understanding of client need by segmentation
-
In-depth knowledge and understanding of industry regulations and standards
-
Excellent communication, organizational, time management, and listening skills.
-
Bilingualism English and Cantonese or Mandarin will be considered an asset.
-
Industry Accreditations or working towards preferred (CIM, CFA, CFP)
Salary**:**
$43,200.00 - $80,300.00
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 qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and 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, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total- Rewards
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.
Advisor, BMO adviceDirect (Cantonese and Mandarin) WFH
Top Benefits
About the role
Application Deadline:
09/06/2025
Address:
VIRTUAL(R)52 - REMOTE/TELETRAVAIL - BC - BMO
Job Family Group:
Wealth Sales & Service
Are you ready to build your career in the investments industry while working from home?
Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.
Whether you are new to Wealth Management or already have experience, our contact center is the right place for you!
Website:****[BMO adviceDirect](https://www.bmo.com/main/personal/investments/online- investing/investorline/advicedirect/)
Who you are?
You are seeking a role that focuses on delivering sound investment advice, and
one that puts the client at the center of every interaction and decision.
You love interacting with people and are passionate about helping Canadians
invest smarter.
You have a passion for investments and stay up-to-date on the latest market
news.
You understand what it is like to be a client and appreciate going above and
beyond the call of duty to help people and solve to help them.
You enjoy learning about a client's financial situation, as well as educating
and helping people to meet their financial goals.
Your positive attitude reinforces that nothing is too small (or too big) for
you to achieve.
Responsibilities
Breaking the mold of a traditional contact centre environment, the
adviceDirect advisor is responsible to primarily support clients in the
inbound call queue. A successful advisor will invoke trust and build strong
client relationships, determine individual investment needs and provide
professional, customized advice to ensure client’s financial goals are met.
Advisors will support clients with various requests such as onboarding,
account access, various trade orders, investment strategies, suitability
conversations etc. Advisors will also be required to fulfill sales and service
activities for the clients in accordance with approved procedures.
Qualifications
We are seeking candidates who exhibit a strong desire to work in a fast-paced
environment and who truly want to make a difference in the lives of our
clients. Successful candidates will have:
-
A minimum of 2 years of relevant professional experience
-
Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
-
Knowledge of equity, mutual funds, GICs, HISAs, ETFs and bonds.
-
Robust knowledge and familiarity with commonwealth management strategies and their relative strengths and weaknesses
-
Comprehensive knowledge and understanding of client need by segmentation
-
In-depth knowledge and understanding of industry regulations and standards
-
Excellent communication, organizational, time management, and listening skills.
-
Bilingualism English and Cantonese or Mandarin will be considered an asset.
-
Industry Accreditations or working towards preferred (CIM, CFA, CFP)
Salary**:**
$43,200.00 - $80,300.00
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 qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and 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, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total- Rewards
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.