Investment Specialist - BMO Investorline - English or Bilingual in English and Mandarin or Cantonese

Job summary

The Investment Specialist provides wealth and investment-related sales and service to BMO customers while advising on strategies that meet their unique objectives. They are responsible for achieving sales targets, managing transactional outcomes, and ensuring compliance with regulatory and anti-money laundering requirements.

Job details

Application Deadline: 11/02/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service 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 sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. 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 inquires, 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 (FCAC) consumer provision requirements 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.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) / 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. Specialized knowledge. Verbal & written communication skills - Good in English, Bilingual in English and Mandarin and/or Cantonese. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $40,500.00 - $80,000.00 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 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 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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What you’ll do

The Investment Specialist provides wealth and investment-related sales and service to BMO customers while advising on strategies that meet their unique objectives. They are responsible for achieving sales targets, managing transactional outcomes, and ensuring compliance with regulatory and anti-money laundering requirements.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree or equivalent combination of education and experience. A Canadian Securities Course (CSC) or CIRO license is preferred, along with strong communication skills in English and Mandarin or Cantonese.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Collaboration · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Sales · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment strategies
• Sales
• Customer service
• Financial advisory
• Risk management
• Compliance
• Anti-money laundering
• Communication skills
• Analytical skills
• Problem solving
• Collaboration
• Market trends
• Bilingualism
• Outbound Calls
• Customer Contacts
• Regulatory Environment
• Professionalism
• Organizational Skills
• Sales Prospecting
• Multilingualism
• Cantonese Chinese
• Investments
• Mandarin Chinese
• Customer Service
• Communication
• Confidentiality
• Economic Growth
• English Language
• Health Insurance
• Marketing
• Problem Solving
• Risk Management
• Coaching
• Risk Appetite
• Risk Management Framework
• Business Strategies
• Securities (Finance)
• Anti Money Laundering
• Derivatives

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• English Assistant
• Investment Banking Partner
• Finance Managers
• Financial Managers

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