Advisor, BMO SmartFolio - WFH - Bilingual preferred

BMO; Canada; Remote; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Commission structure

Job summary

BMO SmartFolio is hiring a remote investments advisor. You will deliver sound financial guidance to clients, build trusted relationships, and address portfolio needs from home. This role centers on helping Canadians invest smarter while supporting onboarding, account access, and routine transactions.

Required are a post‑secondary degree or diploma and licensing components (CSC/CPH/CIRE). Strong communication and bilingual English/French skills are valued.

Qualifications

• Strong communication and listening skills.
• Excellent time management and organizational abilities.
• Bilingual in French and English is a strong asset.
• Industry licensing coursework completed (CSC/CPH/CIRE).

Responsibilities

• Support clients in the inbound call queue and build trust with clients.
• Determine investment needs and provide professional advice.
• Conduct portfolio reviews, onboarding, and account access support.
• Assist with contributions/withdrawals and sales/service activities per procedures.

Skills

Communication

Time management

Listening

Bilingual (French/English)

Education

Post-secondary degree or diploma

CSC (Canadian Securities Course)

CPH (Conduct & Practices Handbook)

CIRE (Canadian Investment Regulatory Exam)

Job description

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.

Website: BMO SmartFolio

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 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

• 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) and 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
• Bilingualism in French and English is a strong asset.

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: 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.