Help Canadians invest smarter as a BMO SmartFolio Client Investment Advisor, working from home with strong 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 skilled 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.

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