Remote Digital Investing Advisor | Wealth Guidance

BMO; Quebec; Hybrid; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO SmartFolio advisor role is remote, allowing you to work from home across Canada. You will deliver investment advice, build client trust, and handle portfolio reviews along with onboarding and account access requests.

We seek candidates with 4+ years in wealth/investment or a post-secondary degree, licensing (CSC/CPH/CIRE), and strong English/French communication. Competitive pay and benefits offered.

Qualifications

• Minimum of four (4) years of relevant industry experience, OR a post-secondary degree or diploma.
• Completed core proficiency components for IR licensing: CSC, CPH or CIRE.
• Familiarity with wealth management strategies and their strengths/weaknesses.
• Excellent communication and ability to build client trust in a remote environment.

Responsibilities

• Support clients in the inbound call queue, providing sound investment advice.
• Determine client needs, perform portfolio reviews, and assist with onboarding and access.
• Fulfills sales and service activities per approved procedures while building relationships.

Skills

Excellent communication

Time management

Listening skills

Bilingual English/French preferred

Education

Post-secondary degree or diploma

Canadian Securities Course (CSC) or CPH or CIRE licensing

Job description

BMO SmartFolio advisor role is remote, allowing you to work from home across Canada. You will deliver investment advice, build client trust, and handle portfolio reviews along with onboarding and account access requests.

We seek candidates with 4+ years in wealth/investment or a post-secondary degree, licensing (CSC/CPH/CIRE), and strong English/French communication. Competitive pay and benefits offered.