Investment Specialist - BMO Investorline - English or Bilingual in English and Mandarin or Cantonese
Nova Scotia +7Bank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree preferred. They need knowledge of market trends and BMO investment products, good English, and bilingual English and Mandarin or Cantonese. Completion of the Canadian Securities Course is preferred, and CIRE and Derivatives exams must be completed in the role.
Bilingualism, Customer experience, Sales, Sales targets, Documentation, Confidentiality
Advisor, BMO SmartFolio - WFH - Bilingual preferred
Saskatchewan +7Bank of Montreal
4+ ansCandidates need four years of relevant industry experience or a post-secondary degree or diploma, plus the CSC and CPH or CIRE investment licensing courses. Strong communication, listening and time management skills are needed, and French and English bilingualism is a strong asset.
Bilingualism, Onboarding, Sales, CSC, Communication skills, Time management
Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote
Manitoba +5Bank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, fluency in English and Mandarin and/or Cantonese, and a high school diploma or equivalent. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and Derivatives exams must be completed in the role.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)
Nova Scotia +6Bank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree preferred. Strong English communication is required, with Mandarin or Cantonese preferred, plus knowledge of BMO investment products and the Canadian Securities Course or CIRO investment representative licence preferred.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Investment Specialist, BMO Investorline (Bilingual in French and in English)
Prince Edward Island +9Bank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, strong French and English skills, and knowledge of investment products. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and derivatives exams must be completed in role.
Bilingualism, Customer experience, Sales, Sales targets, Documentation, Confidentiality