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Added 5 hours ago
SA
Senior Multi-unit Restaurant Operations Leader
SSP America
Richmond, BC
- Full-time
Join Our Team as a Senior Operations Manager – Food & Beverage!
Added 7 hours ago
SM
Senior Account Manager (Base + Commission)
Setsail Marketing
Vancouver, BC
- Full-time
Added 8 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Accounting Operations, this position provides financial operations accounting advice, support to end-users with their requests predominately related to salary…
Added 16 hours ago
VM
Senior Accountant / Accounting Manager
Visa Master Canada (VMC)
Toronto, ON
- Full-time
…consulting (BIICS), and other corporations, and we are hiring a Senior Accountant / Accounting Manager to own day-to-day finances across the group, in-office, working alongside our external…
Added 16 hours ago
FOH Management - Assistant Manager
Northland Properties
Sherwood Park, AB
Working with the General Manager, some of your responsibilities will include:
Added 17 hours ago
Senior Specialist Labour Relations
Canada Post - Postes Canada
Ottawa, ON
The Senior Specialist Labour Relations is responsible for leading all Labour Relations activities within their assigned area of responsibility while providing specialist advice and guidance…
Added 17 hours ago
FOH Management - Assistant Manager
Northland Properties
Sherwood Park, AB
Working with the General Manager, some of your responsibilities will include:
Added 20 hours ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Kawartha Lakes, ON · Lindsay, ON
- Full-time
We are looking for a Senior Accountant to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 23 hours ago
J
CLSU Manager (Commercial Support) - Insurance
JobsMedia.io
Toronto, ON
- Full-time
We’re looking for a CLSU (Commercial Lines Support Unit) Manager in Toronto. This is a "people-first" leadership role responsible for driving operational excellence across the support unit.
Added 23 hours ago
J
Senior Commercial Lines Account Manager
JobsMedia.io
Toronto, ON
- Full-time
We are recruiting for a Senior Commercial Lines Insurance Account Manager for a well-established brokerage in the North York, ON area.
Added 1 day ago
TH
Technology Partnership Navigator
The Hospital for Sick Children
Toronto, ON
- Full-time
This is a hybrid role with weekly onsite expectations. Reports to the Senior Manager, Research IT Infrastructure with direction from Program Manager, Research Information Risk.
Added 1 day ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 day ago
R
Content Strategist
Ratehub
Remote, Canada
- Full-time
- Remote
This is a mid-level individual contributor role reporting to the Senior Organic Growth Manager. You’ll work closely with the Senior Director of Everyday Banking and Partnerships, the…
Added 1 day ago
Animal Control Officer - 1
The British Columbia Society for the Prevention of Cruelty to Animals (BC SPCA)
Richmond, BC
Reporting to the Animal Centre Manager, the Animal Control Officer 1 (ACO1) is responsible for activities related to caring for the health and welfare of animals in the Animal Centre as…
Added 1 day ago
A-
Payroll Manager
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
…delivering exceptional service? AMA is looking for a Payroll Manager to lead the organization's payroll function - ensuring our approximately 2,000 team members across multiple business…
Added 1 day ago
N
Senior Product Manager
nesto
Montreal, QC
- Full-time
We're looking for a Senior Product Manager to lead 0→1 product development on one of nesto's most strategic bets. In this role, you'll own the vision, roadmap, and execution for a new…
Added 1 day ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 1 day ago
A-
Sustainability Initiatives Manager (12 Months)
AMA - Alberta Motor Association
Edmonton, AB
- Full-time
AMA is looking for a Sustainability Initiatives Manager to help identify, develop, implement and champion sustainability programs across our organization. Reporting to the VP, Corporate…
Added 1 day ago
BC
Senior DB2 DBA
BMO Capital Markets
Toronto, ON
- Full-time
We are looking for a Senior Database Administrator (Db2 z/OS) to join our Mainframe Platform & Application Services team. In this role, you'll help design, optimize, and support the…
Added 1 day ago
RP
Senior Parking Manager
Reimagined Parking
Vancouver, BC
- $45,500 CAD / year
- Full-time
The Senior Parking Manager ensures the safe and efficient parking operations, while delivering a service that exceeds our customer/client’s expectations. The Senior Parking Manager is…
Added 1 day ago
BT
Senior Audit and Assurance Accountant
Baker Tilly Canada
Peterborough, ON
- Full-time
We are looking for a Senior Accountant to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 day ago
BS
Logistics & Customer Care Specialist / Spécialiste logistique et service client
BioScript Solutions
Mississauga, ON
- Full-time
…fulfillment across the distribution network. Reporting to the Senior Manager, Operations, the Specialist serves as a primary point of contact for external customers and works closely with…
Added 1 day ago
VC
Provincial Medical Director, Resident Doctors Employment Affairs
Vancouver Coastal Health
Vancouver, BC
- Part-time
The Provincial Medical Director serves as a senior physician advisor to provincial leadership and provides clinical and strategic oversight relating to Resident Doctors integration within…
Added 1 day ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
Added 1 day ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)

BMO

Trading Enablement Specialist

Toronto, ON, Canada

$55,500.00 - $120,000.00 · Full-time

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Job details

Pay: $55,500.00 - $120,000.00
Job type: Full-time
Apply by: Nov 12, 2026
Experience: Typically between 4 - 6 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 13, 2026

Original job description

This is a new role within BMO InvestorLine and is geared towards attracting specialist talent to primarily engage with our highest value Active Trading clients and prospects. Primary responsibilities will be to engage directly with Active Trading clients and prospects to provide Active Trading and Options trading platform demos, support with Active Trading related workflow setup and trouble-shooting, liaise with Active Trader Relationships Managers to provide optimal relationship management support and partner with the BMO InvestorLine National Sales team with Active Trading prospecting demos.

Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Guides customers on wealth and investment strategies and products that meet customer’s objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.

Creates innovative business development strategies, including collaborating with other BMO partners to grow the business.
Delivers exceptional customer service that builds trust through expertise, responsive service and support.
Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
May make outbound calls to customers and look proactively for opportunities to enhance customer experience by providng products that meet investment needs.
Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
Provides subject matter expertise relating to product knowledge, processes, and operating systems.
Assists the manager by identifying skilled knowledge gaps and performance improvement opportunities for associates and specialists on the team.
Implements, reviews, and revises work plans.
Completes report audits and spot checks as required for existing LOB processes.
Executes performance plans and provides feedback to employees and managers on progress towards desired behaviours/results.
Develops and executes short term tactics/plans to drive specific behaviours, activities, and results.
Provides professional quality sales and service for customer and prospect inquires, issues and requests.
Probes to understand customer needs and advises them through their unique investment needs.
Achieves sales targets with a focus on relevant investment products.
Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups.
Escalates complex or unresolved customer situations to senior managers as required.
Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.
Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner.
Integrates marketing promotions and programs into customer conversations where appropriate.
Maintains the confidentiality of customer and Bank information.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique 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 4 - 6 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Knowledge of BMO Investment / BMO InvestorLine products and services.
Completed Canadian Securities Course (CSC) or IFIC course / Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as a Supervisor with Options.
Some understanding of Risk Management & Compliance.
Completed Branch Compliance Officer Course (BCO).
Registered Investment Services Representative (RISR).
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Technical proficiency gained through education and/or 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:

$55,500.00 - $120,000.00

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

Engage high-value active trading clients and prospects through platform demonstrations, workflow setup and troubleshooting, investment guidance, and responsive sales and service. Support relationship managers and the national sales team, grow client relationships and sales, and uphold documentation, risk management, and regulatory compliance requirements.

Requirements

Typically requires 4–6 years of relevant experience or an equivalent combination of education and experience, along with knowledge of BMO Investment or InvestorLine products and services. Qualifications include the Canadian Securities Course or IFIC course, options supervisor licensing, Branch Compliance Officer Course, Registered Investment Services Representative status, and strong communication, collaboration, analytical, influencing, and data-driven decision-making skills.

Skills

Active Trading Platform Demonstrations
Options Trading
Sales and Business Development
Investment Product Knowledge
Customer Service
Workflow Setup and Troubleshooting
Risk Management
Regulatory Compliance
Anti-Money Laundering
Communication
Collaboration
Analytical and Problem-Solving Skills
Influencing
Data-Driven Decision-Making
Performance Coaching

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

BMO InvestorLine
Active Trading
Options Trading
Trading Platform Demonstrations
Workflow Setup
Troubleshooting
Investment Products
Wealth Strategies
Sales Targets
Business Development
Canadian Securities Course
IFIC Course
IIROC
Options Supervisor
Branch Compliance Officer Course
Registered Investment Services Representative
Risk Management Framework
Risk Appetite
Anti-Money Laundering
Terrorist Financing
FCAC
Privacy Act
Regulatory Compliance
Investment Markets
Customer Service
Performance Plans
Report Audits
Data-Driven Decision-Making

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