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Added 2 mins ago
HB
Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
AB · Rocky View, CA-ON
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 17 mins ago
SE
Field Service Technician
Schneider Electric
Calgary, AB
- Full-time
Professional development through technical training and certification opportunities
Added 32 mins ago
FH
Community Health Nurse - Registered Nurse - Abbotsford
Fraser Health
Abbotsford, BC
- Full-time
Added 32 mins ago
Registered Nurse - Surgical Services - Surgical Specialty Unit - Burnaby Hospital
Fraser Health
Burnaby, BC
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 32 mins ago
FH
Registered Nurse, Surgical Services - Inpatient - Chilliwack General Hospital
Fraser Health
Chilliwack, BC
- Part-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 32 mins ago
FH
Registered Nurse, Emergency - Specialty Qualified - Chilliwack General Hospital
Fraser Health
Chilliwack, BC
- Part-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 32 mins ago
FH
Registered Nurse, Emergency - Specialty Qualified -Mission Memorial Hospital
Fraser Health
Mission, BC
- Part-time
Participates on nursing committees, care conferences and councils as assigned or as agreed to with the Manager.
Added 32 mins ago
G
Account Manager, Entertainment
Gallagher
Toronto, ON
- Full-time
As an Account Manager on our Entertainment team, you will partner directly with the Sales Leader in the growth of a specialized portfolio of media and entertainment clients. This role is…
Added 32 mins ago
K
Senior Manager, Turnaround & Restructuring - Deal Advisory
KPMG
ON · Toronto, Ontario
- Full-time
Build your personal brand by engaging in business development activities and relationship development
Added 47 mins ago
R
Principal Product Manager, AI Solutions
RBC
Vancouver, BC
- Full-time
Business Case Design, Communication, Critical Thinking, Effectiveness Measurement, Financial Regulation, Interpersonal Relationship Management, Product Development Lifecycle, Product…
Added 1 hour ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
…investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming…
Added 1 hour ago
CN
Infant Toddler Child Care Worker Full-Time, Term Certain (Mat leave) Internal/External Job Posting #CH20-26-01
Collingwood Neighbourhood House Society (Official)
Renfrew, ON
- Full-time
Support each child’s holistic development using the BC Early Learning Framework
Added 1 hour ago
IC
Manager of Dental Services
IPAC Consulting - Infection Control
Woodstock, ON
- Full-time
We are seeking a dynamic and experienced Manager of Dental Services to lead this division, oversee consultants, and maintain the highest standards of quality and client satisfaction. This…
Added 1 hour ago
WC
National Key Account Manager (Auto)
Wurth Canada
Guelph, ON
- $90,000 to $135,000 CAD / year
- Full-time
A culture of empowerment and trust that puts a focus on professional development and coaching from a supportive management team.
Added 1 hour ago
FT
Territory Manager - North Alberta
Fast Tire Co
AB · Edmonton, AB
- Full-time
Reporting to the Regional Sales Manager - West, the Territory Manager will have as main responsibilities the development of markets, the coordination of sales with the customers and the…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 1 hour ago
HB
Store Manager - BOSS Store, Chinook
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Establish a goal oriented selling culture that focuses on relationship selling, building a client base and exceptional service.
Added 1 hour ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The position serves as backup to the Customer Service Manager and provides leadership to the Customer Experience Specialist.
Added 1 hour ago
LC
PCX Department Manager Part Time Day
Loblaw Companies Limited
Saskatoon, SK
- Part-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in one of our stores, you will have an immediate impact on sales…
Added 1 hour ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 2 hours ago
B
Facility Manager III
BGIS
Toronto, ON
- Full-time
…drive innovation for our clients’ businesses. Globally, we manager over 320 million square feet of client portfolios across 30,000+ locations in North America, Europe, Middle East,…
Added 2 hours ago
NP
Project Manager
Newmar Power LLC
Burnaby, BC
- $120,000 to $138,000 USD / year
- Full-time
Growth Opportunities: We invest in our people through training, development, and career advancement.
Added 2 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
This role combines hands-on delivery, client leadership, and team development. As a Manager, you will be responsible for structuring complex problems, guiding teams, and working directly…
Added 2 hours ago
I
Process/Project Engineer
Innophos
Port Maitland, ON
- $90,000 to $105,000 CAD / year
- Full-time
Serves as project manager on projects. Responsible for the development, implementation, and management of any projects assigned to them as their project. Supervise plant personnel and…
Added 2 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online…

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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