Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)

REMOTE/TELETRAVAILremotemid$39K$71K

Posted yesterday · via Workday

About this role

Application Deadline: 06/14/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: monday

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

monday

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