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

Overview

The Advisor for BMO SmartFolio is a remote position focused on providing investment advice and building client relationships while working from home.

In Short

• Work from home in a remote role.
• Deliver investment advice to clients.
• Support clients with portfolio reviews and account management.
• Build strong client relationships.
• Fulfill sales and service activities.
• Bilingualism in French and English is a strong asset.
• Minimum of 1 year of relevant experience required.
• Knowledge of ETFs and wealth management strategies.
• Must complete Canadian Securities Course (CSC).
• Excellent communication and organizational skills are essential.

Requirements

• 1+ years of professional experience in a related field.
• Completion of CSC and CPH courses.
• Knowledge of ETFs and wealth management.
• Strong communication and time management skills.
• Bilingual in French and English.
• Industry accreditations preferred (CIM, CFA, CFP).
• Understanding of industry regulations.
• Desire to work in a fast-paced environment.
• Ability to build trust with clients.
• Passion for helping clients achieve their financial goals.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives.
• Discretionary bonuses.
• Support for professional development.
• Inclusive and equitable workplace.
• Tools and resources for career growth.
• Networking opportunities.