Advisor, BMO adviceDirect (Bilingual - English and Mandarin and/or Cantonese) WFH

Application Deadline:

07/03/2025

Address:
VIRTUAL(R)51 - REMOTE/TELETRAVAIL - AB - BMO

Are y ou r eady to b uild y our c areer in the i nvestme n ts i ndustry while w orking f rom h ome?

Yes, you read that right.This is a r emote r ole 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

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 f ulfill 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 year s of relevant professional experience

• Completed Canadian Securities Course (CSC) & Conduct and Practice s Handbook (CPH) / IIROC licensed as an Investment Representative or Reg istered 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 and/or Mandarin will be considered an asset.

• Industry Accreditations or working towards preferred (CIM, CFA, CFP)

Grade:
5
Job Category:
Individual Contributor / Collaborateur

Salary:

$42,300.00 - $78,400.00

Pay Type:

Salaried

The salary range provided reflects BMO Financial group's compensation range for the grade band associated with this position.

Salary placement within the range outlined above is role-based and will vary based on factors such as location, skills, experience, education and qualifications for the role, and may include a commission structure. These ranges were determined by a market-based compensation approach; we used data from trusted third-party compensation sources to set consistent, and competitive ranges. We regularly evaluate compensation, identify any changes in the market and adjust our ranges and existing employee compensation as needed.

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's comprehensive 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.

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.