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Added 2 hours ago
J
Open Jobs Beauty Advisor - Part Time
Jobbe
Fredericton, NB
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 2 hours ago
J
Registered Nurse
Jobbe
Quispamsis, NB
- Part-time
Providing leadership to health services staff and overseeing provision of quality health services respecting the client’s right to individualized planning of health services;
Added 8 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 8 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 9 hours ago
AI
Service Manager - 417 Nissan
AutoCanada Inc.
Ottawa, ON
- $75,000 to $125,000 CAD / year
- Full-time
…exceptional customer service and efficient repair and maintenance services. Leveraging your extensive leadership skills and knowledge of Parts, Service, and customer service excellence, you…
Added 11 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
The AM develops a deep understanding of each client's business, organizational priorities, goals and definition of success. By combining strong relationship management with business acumen,…
Added 12 hours ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
Understand client needs and present tailored solutions, effectively demonstrating the value of our insurance products and services.
Added 12 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Provide design review services to Architects for new and existing buildings, focusing on enclosure continuity, constructability, and long‑term performance.
Added 14 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Calgary, AB
- $17.5 to $20.6 CAD / hour
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 14 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Manage day-to-day client relationships and serve as a trusted advisor to healthcare leaders and stakeholders
Added 14 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 14 hours ago
T
TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
As a trusted advisor, the Associate Director develops deep client relationships, delivers deposit, treasury, operational banking and credit solutions, and partners across TD to support…
Added 14 hours ago
C
Financial Advisor
CIBC
Brossard, QC · Drummondville, QC · Saint-Hyacinthe, QC · Boucherville, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 14 hours ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Saint-Jacques, QC · Richelieu, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 14 hours ago
C
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and…
Added 14 hours ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
…solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings…
Added 14 hours ago
B
SENIOR BUSINESS ADVISOR, BUSINESS STRATEGY - Toronto
BDC
Toronto, ON
- Full-time
As a Senior Business Advisor, Strategy within BDC Advisory Services, you act as a senior strategic advisor to entrepreneurs and executive teams at pivotal moments of growth, transformation,…
Added 14 hours ago
AI
Human Resources Manager - Ontario
Ainsworth Inc
Mississauga, ON
- Full-time
…effectiveness, compliance, and employee engagement. As a trusted advisor, the Human Resources Manager supports business leaders in fostering a positive workplace culture, leading…
Added 15 hours ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 15 hours ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 16 hours ago
EP
Field Service Technician - Laval
East Penn Canada: Backup Power Division
Laval, QC
- Full-time
…ensuring timely, accurate, and professional maintenance and repair services, while maintaining compliance with all East Penn and client site safety and environmental regulations, policies,…
Added 16 hours ago
AC
Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 16 hours ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 16 hours ago
M
Manager, National Tax Services
MNP
Markham, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 16 hours ago
M
Manager, National Tax Services
MNP
Toronto, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…

BMO

BMO InvestorLine Relationship Manager, Active Trading

Toronto, ON, Canada
FCP, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Oct 26, 2026
Experience: Typically between 5 - 7 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 2, 2026

Original job description

Application Deadline:

10/25/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

This is a new role within BMO InvestorLine and it involves managing a portfolio of Active Trading clients with the mandate to drive client loyalty, share-of-wallet growth, and One Client referrals while increasing overall revenue, and client experience at a portfolio level.

Delivers an exceptional customer experience to develop and retain long-term relationships in a defined client portfolio. Understands client and business trends to act as a source of information and expertise on direct investing for a specific market segment / specialty. Understands the local market and identifies opportunities to develop new and valuable customer acquisition opportunities. Meets the needs of portfolio clients and new prospects by recommending solutions in the best interests of clients.

Understands and works towards the business plan for the designated products.
Identifies gaps and opportunities in the business plan and recommends solutions to achieve results.
Assists in managing the customer escalation process related to new features, benefits, and prices.
Obtains feedback on customer needs and expectations and proactively shares with product managers for enhancing product features and creating new products.
Identifies emerging issues and trends to inform decision-making.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Assists in the development of strategic plans.
Provides input into the development of training support programs and tools for the entire sales force.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Conducts independent analysis and assessment to resolve strategic issues.
Helps determine business priorities and best sequence for execution of business/group strategy.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Designs and produces regular and ad-hoc reports, and dashboards.
Tracks and analyzes the impact of product features, benefits, and price on customer behaviour to recommend new product and pricing strategies.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Provides input into the planning and implementation of operational programs.
Supports the development of training materials and presentations to enhance employee effectiveness
Leads / participates in the design, implementation and management of core business / group processes.
Identifies business needs, designs / develops tools and training programs; may include delivery of training to audiences.
Organizes and manages regular sales meetings / conferences to enhance the effectiveness and efficiency of the sales force.
Provide sales training and coaching to maximize sales channel effectiveness.
Supports the achievement of the business plan for designated products within the assigned region.
Supports regional and national sales and marketing programs to drive overall sales effectiveness.
Collaborates effectively with internal stakeholders to build capability and drive business growth.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
Typically between 5 - 7 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Knowledge of investment products and services.
Completed Canadian Securities Course (CSC) and IIROC licensed.
Some understanding of risk and compliance management.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en.

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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More about this job

Responsibilities

The Relationship Manager will manage a portfolio of active trading clients to drive loyalty, share-of-wallet growth, and revenue. They are responsible for delivering exceptional customer experiences, identifying market opportunities, and executing strategic business plans.

Requirements

Candidates must have 5-7 years of relevant experience and hold a Canadian Securities Course (CSC) certification with IIROC licensing. Strong analytical, communication, and influence skills are required to manage client relationships and business objectives.

Skills

Investment products
Relationship management
Sales
Client acquisition
Strategic planning
Data analysis
Change management
Communication
Negotiation
Risk management
Compliance management
Coaching
Technical support
Financial reporting
Portfolio management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

InvestorLine
Wealth Sales
Active Trading
Portfolio Management
Client Loyalty
Canadian Securities Course
CSC
IIROC
Risk Management Framework
Strategic Planning
Change Management
Business Development
Sales Effectiveness
Financial Services
Customer Acquisition
Market Trends
Data Analysis
Reporting
Stakeholder Management
Coaching
Consulting
Compliance
Investment Products
Revenue Growth
Customer Experience

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