You're using an older version of Internet Explorer that is no longer supported. Please update your browser.

Advisor, BMO SmartFolio (Bilingual - French and English) WFH

Full Time
VIRTUAL61 - HomeRes - QC - BMO

Job Family Group:

Wealth Sales & Service

Are y ou r eady to b uild y our c areer in the i nvestments i ndustry while w orking f rom h ome?

Yes, you read that right. This is a r emote r ole meaning you will be working at home everyday! Whether you are new to w ealth m anagement or already have experience, our contact center is the right place for you!


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.


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.


We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our clients. Successful candidates will have:

  • A minimum of 1 years of relevant professional experience
  • Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative
  • Knowledge of ETFs
  • F amiliarity with common wealth management strategies and their relative strengths and weaknesses

  • K nowledge and understanding of industry regulations and standards
  • Excellent communication, organizational, time management, and listening skills.
  • Bilingualism strong asset, French and English. Bilingualism English and Cantonese or Mandarin will be considered an asset.
  • Industry Accreditations or working towards preferred (CIM, CFA, CFP)

We're here to help

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 .

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Sales and Marketing Maintenance and Technicians

The #1 Podcast for Jobseekers

Latest Episode:

#81 - Wealthsimple - Developing an Engineering Career in FinTech

Interested in jobs like this?

Sign up for email alerts
Get job alerts

About BMO

THERE’S NEVER BEEN A BETTER TIME TO BE PART OF BMO. We’ve set our sights on being the bank that defines great customer experience. Our customers’ needs are changing and so are we. Everyone who wo...

Read More
Banking & Finance
10,000+ employees