Advisor, Digital Investing, BMO SmartFolio

Accountabilities:

• Provide professional investment advice to clients, helping them understand their options and make informed decisions aligned with their financial goals.
• Build trust and long-term client relationships by placing client needs at the center of every interaction.
• Support clients primarily through an inbound contact center environment, handling investment-related questions and service requests.
• Conduct portfolio reviews and assist with onboarding, account access, contributions, withdrawals, and other digital investing needs.
• Understand each client's financial circumstances, investment objectives, and needs to deliver relevant guidance and solutions.
• Complete sales and service activities in accordance with approved procedures, regulatory requirements, and established standards.
• Educate clients on wealth management strategies, investment options, and the relative strengths and limitations of different approaches.
• Maintain strong service quality through active listening, effective communication, sound judgment, and efficient time management.
• Contribute to a fast-paced, collaborative environment while continuously developing knowledge of digital investing and wealth management.

Requirements:

• Minimum of four (4) years of relevant industry experience, or a post-secondary degree or diploma.
• Completion of the core proficiency requirements for investment representative licensing, including the Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH), or the Canadian Investment Regulatory Exam (CIRE).
• Familiarity with common wealth management and investment strategies, including an understanding of their relative strengths and weaknesses.
• Strong verbal and written communication skills, with excellent listening and interpersonal abilities.
• Strong time management skills and the ability to manage multiple client needs in a fast-paced environment.
• Genuine interest in helping clients achieve their financial goals and making investment concepts accessible and understandable.
• Strong client-service orientation, sound judgment, and the ability to build credibility and trust through every interaction.
• French and English language proficiency is preferred, particularly for supporting a diverse Canadian client base.
• Ability to work independently and maintain productivity in a fully remote, home-based environment.

Benefits:

• Fully remote position: Work from home every day, with no regular commute to an office.
• Salary range: CAD $38,500–$71,000, with compensation varying based on location, skills, experience, education, and qualifications.
• Potential performance-based incentives, discretionary bonuses, and other rewards, depending on the position and individual performance.
• Health insurance and other coverage options.
• Tuition reimbursement to support continued professional development and education.
• Accident and life insurance coverage.
• Retirement savings plans to support long-term financial wellbeing.
• Access to training, coaching, manager support, and opportunities to expand your professional network and skill set.
• Inclusive, equitable, and accessible workplace with accommodations available throughout the selection process.
• Opportunity to develop specialized experience in digital investing and wealth management while supporting clients across Canada.