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BMO Financial Group Advisor, Digital Investing   in Toronto, Ontario


Who you are?

You love interacting with people and want to make a difference. You understand what it means to be a champion of a brand. You love client feedback and take pride in being the voice of the company for clients. 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 their problems.

You possess a passion for financial services and are interested in applying this passion and financial knowledge with clients and partners on a daily basis. Learning about a client's financial situation interests you, as well as educating and helping people to meet their goals. You are seeking a role that focuses on delivering sound advice, and one that puts the client at the center of every interaction and decision.

You are a very strong communicator, both written and verbal, with an eye for detail, and you demonstrate quick thinking and creative problem solving. Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.


  • Conduct personal consultations with prospects and clients, ensuring their pre and post onboarding experience is effortless.

  • Analysis of financial information and assisting with financial decisions to help clients plan for short and long term savings and investment goals.

  • Explain complex transactional and financial investment principles clearly.

  • Deliver an above-and-beyond client experience through multiple channels including phone, email, live chat.

  • Champion change and continuous improvement of client service by identifying opportunities and following them through to implementation

  • Troubleshoot customer issues and concerns, investigating why they happened, and communicating with multiple teams to find rapid resolutions.

  • Act as the internal voice of the clients, offering insights to all areas of the business to help build a better product.

  • Suggest improvements to company processes (e.g., website, FAQ, UI/UX, back office procedures, etc.)


We are seeking candidates who exhibit a strong desire to work in a fast-paced start up environment and who truly want to make a difference in the lives of our clients. Successful candidates will have:

  • 1 - 2 years of relevant work experience

  • Prior experience working in financial services, retail banking, or customer service

  • Tech savvy

  • Successful completion of Canadian Securities Course and Conduct and Practices Handbook

  • Robust knowledge and familiarity with common wealth management strategies and their relative strengths and weaknesses

  • Strong written and verbal communication skills

  • Ability to adapt and thrive in a fast-paced environment

  • Impressive attention to detail and exceptional organization skills

  • Flexibility to work evenings

  • Want a career with meaning and substance. One where you make a difference!


  • Industry Accreditations or working towards preferred (CIM, CFP)

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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.

Job Field:

Self Directed Investing

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