Help Canadians invest smarter as a BMO SmartFolio Client Investment Advisor, working from home with robust communication and listening skills. Put client needs at the center of every interaction.
As a SmartFolio advisor, you will provide sound investment advice while supporting clients through inbound calls. The work involves understanding financial situations, educating clients, and helping address individual investment needs. You will also handle account requests and approved service activities.
Key Responsibilities: Deliver professional advice aligned with individual investment needs
Understand clients’ financial situations and investment goals
Educate clients about investing through clear conversations
Respond to portfolio reviews and onboarding requests




Process account access, contributions, and withdrawals
Requirements: Four years of relevant industry experience or post-secondary education
CSC and CPH or CIRE licensing components completed
Knowledge of common wealth management strategies
Strong communication, listening, and time management abilities
French and English bilingualism considered a strong asset
Bring investment advice, client education, and communication expertise to Canadians through BMO SmartFolio’s remote service model.

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📌 BMO SmartFolio Client Investment Advisor (Alberta)
🏢 BMO
📍 Alberta