Investment Specialist, English, Mandarin, Cantonese

🕒 August 5

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 27%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Understand customer needs and provide wealth and investment-related sales and service to BMO customers or prospects • Advise customers on wealth and investment strategies and products aligned with their objectives • Fulfill customer sales and service activities according to approved procedures • Identify and make referrals to other business groups as needed • Make outbound calls and proactively identify opportunities to enhance customer experience • Monitor consumer needs, industry trends, best practices, and the regulatory environment • Provide professional sales and service for customer and prospect inquiries, issues, and requests • Probe to understand customers’ unique investment needs and advise them accordingly • Achieve sales targets focused on relevant investment products • Manage transactional outcomes of customer contacts or refer them to appropriate internal business groups • Escalate complex or unresolved customer situations to senior managers • Complete documentation after customer interactions to ensure requests are accurately processed • Maintain current knowledge of investment markets, practices, and trends • Integrate marketing promotions and programs into customer conversations where appropriate • Maintain confidentiality of customer and Bank information • Identify and report suspicious activity related to money laundering • Adhere to AML, terrorist financing, FCAC consumer provision, Privacy Act, regulatory, and compliance requirements • Complete complex and diverse tasks within established rules and limits, including employee escalations • Analyze issues and determine next steps • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations

🎯 Requirements

• Typically 2–3 years of relevant experience • Post-secondary degree in a related field of study desirable, or 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 Derivatives Exam must be completed within a specified time to become fully functional in the role • Some understanding of Risk Management & Compliance • Specialized knowledge • Good verbal and written communication skills in English; Mandarin and Cantonese preferred • Good organizational skills • Good collaboration and team skills • Good analytical and problem-solving skills • Availability to work between 8:00 AM and 6:00 PM EST Monday to Friday, 37.5 hours per week

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process