Belleville On Wealth management Jobs – 9 Openings This Week

Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote
BMO Financial Group —Ontario
- $36,600–$67,500 a year
- Remote
- Customer service
- English
- High school diploma or GED
- Tuition reimbursement
- Life insurance
Mortgage Agent
Blue Pearl Mortgage Group —Ontario
- $80,000–$150,000 a year
- Full-time
- Remote
- Bilingual
- Sales
- Customer service
- Work from home
Quick apply
Mortgage Specialist - Kingston & Belleville
Scotiabank —Belleville, ON
- Sales
- Financial services
- Communication skills
- Dental care
Staff Accountant, Co-op (January 2027)
Wilkinson & Company LLP —Belleville, ON
- $45,000–$53,000 a year
- Accounting
- Accounting
- Communication skills
Quick apply
12d
Staff Accountant, Co-op (January 2027)
Wilkinson & Company LLP —Trenton, ON
- $45,000–$53,000 a year
- Accounting
- Accounting
- Communication skills
Quick apply
12d
Financial Services Representative
CIBC —Belleville, ON
- Full-time
- Sales
- Financial services
- Marketing
5d
Operations Administrator
BMO Financial Group —Belleville, ON
- $33,500–$46,500 a year
- Full-time
- Data entry
- Communication skills
- Tuition reimbursement
- Life insurance
4d
Financial Planner - Trenton
TD Bank —Trenton, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Chartered Professional Accountant
RFL Wealth Management —Canada
- $75,000–$90,000 a year
- Full-time
- Remote
- Finance
- Analysis skills
- Bachelor's
- Wellness program
- Paid time off
Quick apply

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Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote
BMO Financial Group —Ontario
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$36,600–$67,500 a year
Spécialiste en placements, BMO Ligne d’action – Trilingue (mandarin et cantonais) – Télétravail
BMO Financial Group —Ontario
Généralement entre 2 et 3 ans d’expérience pertinente, et un diplôme d’études postsecondaires dans un domaine connexe est souhaitable, ou une combinaison…
$36,600–$67,500 a year

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Customer Experience Associate (Canada)
Scotiabank —Oshawa, ON
You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and…
6d
Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance. Work Location: Hybrid remote in Thornhill, ON.
$65,000–$120,000 a year
Quick apply

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Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote

BMO Financial Group -
Ontario

Apply Now

Job details

$36,600–$67,500 a year

Qualifications

Investment
Mandarin
Outbound sales
Anti-money laundering monitoring
Product recommendation
Finance
Customer service
Cantonese
Post-secondary education
Anti-money laundering
English
High school diploma or GED
Analysis skills
Sales orientation
Risk management
Customer service orientation
Anti-Money Laundering and Anti-Terrorist Financing Regulations
Financial services
Outbound calling
CSC
Client consultation
Communication skills

Full job description

Application Deadline:

12/30/2026

Address:

VIRTUAL(R)59 - 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.

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.
Must be fluent in written and spoken English, Mandarin and/or Cantonese
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
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.
Some understanding of Risk Management & Compliance.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Shift: 8AM-6PM Monday to Friday ( must be fully flexible)

Salary :

$36,600.00 - $67,500.00

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.

Apply Now

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wealth management jobs in belleville on

Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote

Mortgage Agent

Mortgage Specialist - Kingston & Belleville

Staff Accountant, Co-op (January 2027)

Staff Accountant, Co-op (January 2027)

Financial Services Representative

Operations Administrator

Financial Planner - Trenton

Chartered Professional Accountant

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