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Advisor, Digital Investing, BMO adviceDirect (Bilingual - French and English) REMOTE

Full Time
4 days ago
VIRTUAL61 - HomeRes - QC - BMO

Job Family Group:

Wealth Sales & Service

Bilingual: French and English

Are you ready to build your career in the investments industry while working from home?

Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.

Whether you are new to Wealth Management 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 have a passion for investments and stay up-to-date on the latest market news.

You understand what it is like to be a client and appreciate going above and beyond the call of duty to help people and solve to help them.

You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.

Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.


Breaking the mold of a traditional contact centre environment, the adviceDirect 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, customized advice to ensure client's financial goals are met. Advisors will support clients with various requests such as onboarding, account access, various trade orders, investment strategies, suitability conversations etc. Advisors will also be required to fulfill sales and service activities for the clients 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 2 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 equity, mutual funds, GICs, HISAs, ETFs and bonds.
  • Robust knowledge and familiarity with common wealth management strategies and their relative strengths and weaknesses
  • Comprehensive knowledge and understanding of client needs by segmentation
  • In-depth knowledge 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.
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