Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)
Ontario +6Bank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, with a post-secondary degree preferred, and knowledge of investment products and market trends. Good English is required, Mandarin or Cantonese is preferred, and candidates should hold or be willing to complete the CSC, CIRE and Derivatives Exam.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Regional Sales Manager, BMO InvestorLine
Victoria, BCBank of Montreal
5+ ansBank of Montreal needs proven investment sales success, 5 to 10 years of investment sales experience, and an undergraduate degree. Candidates also need CSC completion with CIRO licensing progress, in-depth knowledge of investment products, and strong communication and negotiation skills.
Salesforce
Investment Specialist - BMO Investorline - Bilingual in English and Mandarin and/or Cantonese
Ontario +7Bank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree preferred, and knowledge of BMO investment products and market trends. Completing the Canadian Securities Course and CIRO licensing is preferred, and the CIRE and Derivatives exams must be completed in the role. Bilingual English and Mandarin or Cantonese is required.
Bilingualism, Customer experience, Sales, Sales targets, Documentation, Confidentiality
Customer Support Advisor, BMO Investorline (Bilingual in French and English)
Ontario +9Bank of Montreal
1+ ansCandidates need fluent spoken French and English, a high school diploma or equivalent experience, and typically 1 to 2 years of relevant experience. Good organization and teamwork, basic risk and compliance knowledge, and work toward the CIRE are preferred.
Customer service, Bilingualism, Documentation, Confidentiality, Anti-money laundering, Collaboration