Advisor, SmartFolio

BMO U.S.

. Primarily support clients in the inbound call queue .

Posted 9/18/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$37,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial advisory services, with a strong foundation in wealth management strategies and compliance with regulatory standards. Proficient in providing tailored investment advice and support to meet clients' financial goals.

Highest-signal resume keywords

Client Relationship ManagementWealth Management StrategiesCanadian Securities Course (CSC)Conduct & Practices Handbook Course (CPH)Bilingualism in French and English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Needs AssessmentPortfolio ReviewAccount OnboardingFinancial Goal SettingSales and Service Activities

Soft Skills

Excellent CommunicationTime ManagementListening Skills

Certifications & Qualifications

Canadian Investment Regulatory Exam (CIRE)

Industry Keywords

Financial AdvisoryClient SupportInvestment StrategiesRegulatory ComplianceClient Onboarding

About the role

Key responsibilities & impact

Primarily support clients in the inbound call queue
Invoke trust and build strong client relationships
Determine individual investment needs
Provide professional advice to ensure clients’ financial goals are met
Support clients with portfolio reviews, onboarding, account access, contributions, withdrawals, and other requests
Fulfill sales and service activities for customers in accordance with approved procedures

Requirements

What you’ll need

Minimum of four (4) years of relevant industry experience, OR a post-secondary degree or diploma
Completed the core proficiency components for IR licensing, including Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH), or Canadian Investment Regulatory Exam (CIRE)
Familiarity with common wealth management strategies and their relative strengths and weaknesses
Excellent communication, time management, and listening skills
Bilingualism in French and English is a strong asset
Bilingualism in English and Cantonese or Mandarin will also be considered an asset

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process