Advisor, Digital Investing, BMO SmartFolio

Overview

This remote role supports clients through an inbound call queue in a contact center environment focused on investment advice and client service.

The application deadline is 11/19/2026.

Responsibilities

• Primarily support clients in the inbound call queue
• Build trust and strong client relationships
• Determine individual investment needs and provide professional advice to help meet clients’ financial goals
• Support clients with requests such as:
  • Portfolio reviews
  • Onboarding
  • Account access
  • Contributions
  • Withdrawals
• Complete sales and service activities for customers in accordance with approved procedures

Qualifications

• 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 language skills in both French and in English preferred
• Strong desire to work in a fast-paced environment and make a difference in clients’ lives

Compensation & Benefits

• Salary: $40,500.00 - $80,000.00
• Pay type: Salaried
• Salaries 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 the expected target for the first year in this position.
• Total compensation package may vary by pay type and may include performance-based incentives, discretionary bonuses, and other perks and rewards.
• Benefits may include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Location

VIRTUAL61 - REMOTE/TELETRAVAIL - QC

Preferred Qualifications

• Strong verbal and written language skills in both French and in English