Advisor, Digital Investing, Bmo Smartfolio

Application Deadline: 11/19/2026 Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Wealth Sales & Service Are you ready to build your career in the investments industry while working from home? Yes, you read that right. This is a remote role 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 SmartFolioWho 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 enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.Responsibilities
Breaking the mold of a traditional contact centre environment, the SmartFolio 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 advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as portfolio reviews, onboarding, account access, contributions, withdrawals etc. Advisors will also be required to fulfills sales and service activities for the customer 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: Minimum of four (4) years of relevant industry experience, OR A post‑secondary degree or diploma Completed the core proficiency components for IR licensing, including: Canadian Securities Course (CSC) Conduct & Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE) Familiarity with common wealth management strategies and their relative strengths and weaknesses Excellent communication, time management, and listening skills Strong verbal and written languages skills in both French and in English preferred.Salary: $40,500.00 - $80,000.00 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: 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 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.Who we are
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.
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