Remote Investment Advisor - Digital Wealth Guidance

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

Job summary

BMO is seeking a SmartFolio advisor to work remotely from home in Canada. You will focus on delivering sound investment advice, building client trust, and aligning recommendations with client goals.

The role emphasizes inbound calls, onboarding, portfolio reviews and service requests within a supportive, equity-driven environment. Ideal candidates have IR licensing, 4+ years in wealth management, strong communication skills and bilingual proficiency in English and French.

Qualifications

• Minimum of four (4) years of relevant industry experience or a post-second degree/diploma.
• Completed core proficiency components for IR licensing (CSC/CPH or CIRE).
• Familiarity with wealth management strategies and their strengths/weaknesses.
• Excellent communication, time management and listening skills.
• Strong verbal and written English and French preferred.

Responsibilities

• Support clients in inbound calls and determine investment needs.
• Provide professional investment advice to help clients meet financial goals.
• Conduct portfolio reviews, onboarding, account access, contributions and withdrawals.
• Support sales and service activities per approved procedures.

Skills

Industry experience

IR licensing

Wealth management knowledge

Communication skills

Bilingual (French & English)

Education

Post-secondary degree or diploma

Job description

BMO is seeking a SmartFolio advisor to work remotely from home in Canada. You will focus on delivering sound investment advice, building client trust, and aligning recommendations with client goals.

The role emphasizes inbound calls, onboarding, portfolio reviews and service requests within a supportive, equity-driven environment. Ideal candidates have IR licensing, 4+ years in wealth management, strong communication skills and bilingual proficiency in English and French.