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Added 2 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Vancouver, BC
- Full-time
…outgoing, sales-driven team member to fill a permanent, full-time position as a Sales Representative – Vancouver Whitehorse Richmond…
Added 2 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Kitchener, ON
- Full-time
Richelieu Hardware looking for a Sales Representative - Industrial for the Onward Hardware, in Ontario.
Added 2 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Mississauga, ON
- Full-time
Richelieu Hardware is looking for an Outside Industrial Sales Representative for the Mississauga area.
Added 2 hours ago
QR
Sales Representative - Retail Saskatchewan
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
Richelieu Hardware is looking for a Territory Sales Representative for the Province of Saskatchewan who ideally resides within the proximity of Saskatoon. Under the supervision of the…
Added 2 hours ago
PC
Member Service Representative
Provincial Credit Union
Stratford, PE
- Full-time
Member Service Representative – 12 month term
Added 6 hours ago
M&
Executive Director
Museum & Archives of Vernon
Vernon, BC
- Full-time
Identify GVMA’s operational, staffing, financial, facility, and service needs within the new shared space.
Added 9 hours ago
UC
Route Trainee - UniFirst Canada
UniFirst Corporation
Drummondville, QC
- Full-time
…Trainee (RT) and take the first step toward a rewarding career in service and customer care. As an RT, you’ll receive hands-on training through our robust, blended learning programs while…
Added 10 hours ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
Rocky View No 44, AB · Rocky View County, AB
- Full-time
As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your passion lies in training…
Added 10 hours ago
AE
Aerie - Merchandising Team Leader (Assistant Manager)
American Eagle Outfitters
AB · Edmonton, AB
- Full-time
As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your passion lies in training…
Added 11 hours ago
UC
Route Trainee - UniFirst Canada
UniFirst Corporation
Calgary, AB
- Full-time
…Trainee (RT) and take the first step toward a rewarding career in service and customer care. As an RT, you’ll receive hands-on training through our robust, blended learning programs while…
Added 11 hours ago
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Representative
Primerica
Toronto, ON · Greater Toronto Area, Canada
- Part-time
Role Description: This is a part-time remote/hybrid Independent Representative role focused on helping clients understand and access life insurance and related financial service products.…
Added 18 hours ago
IH
Registered Nurse/Registered Psychiatric Nurse (RN/RPN) | Mental Health and Substance Use
Interior Health Authority
Williams Lake, BC
- Internship
…Mental Health and Substance Use Nurse works as an integral part of an integrated mental health and substance use service. The Nurse provides urgent outreach, responsive assessment and…
Added 20 hours ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
…fast-paced environment, familiarity with auto-dialer, strong time management, strong organization habits, Able to request, review, and communicate clearly about financial…
Added 1 day ago
WS
Service Centre Outbound Specialist (Fixed Term)
WCG Services
Toronto, ON
- Full-time
The Service Centre Outbound Specialist is a customer-focused role within the Claims Team, responsible for obtaining and processing Checkpoint Claims to support program outcomes and ensure…
Added 1 day ago
Business Analyst
Public Service Delivery
Winnipeg, MB
The Manitoba government recognizes the importance of building an exemplary public service reflective of the citizens it serves, where diverse abilities, backgrounds, cultures, identities,…
Added 1 day ago
Equipment Service Support - Harvesting Heads
Tigercat | MacDonald Steel
Prince George, BC · Williams Lake, BC · Kamloops, BC · BC
Tigercat Industries Inc. is looking for a highly motivated, driven, and organized Product Support Representative for Harvesting Heads, covering British Columbia.
Added 1 day ago
M
GWS Internal Wholesaler - Retail
Manulife
Toronto, ON · Waterloo, ON · Vancouver, BC
- Full-time
…aligning their needs with our innovative technology, product and service solutions, providing proactive sales and business building ideas. Working with an External Wholesaler and Territory…
Added 1 day ago
CC
Member Services Representative (Full-time) - Kelowna
Coast Capital
Kelowna, BC
- Full-time
On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify…
Added 1 day ago
NF
Sales Representative - Polo Park Mall
Neo Financial
Winnipeg, MB
- $20 CAD / hour
- Part-time
Job Type: (Contract) Full-time hours or Part-time hours
Added 1 day ago
SC
Financial Service Representative MSC
StellerVista Credit Union
Cranbrook, BC
- Full-time
If you are ready for an exciting career move to a progressive financial services organization dedicated to cooperative values and exemplary member service, this could be just what you’re…
Added 1 day ago
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Manager, Member Education
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Reporting to the Director of Financial Education, you will be a key leader in shaping the member experience and driving plan engagement. By combining hands-on client management with team…
Added 1 day ago
RP
Event Staff - Calgary Sports & Entertainment
Reimagined Parking
Calgary, AB
- $18 CAD / hour
- Part-time
…facilitating the parking process. Your commitment to exceptional service will guide your actions as you address customer concerns within the established site policies. You will engage with…
Added 1 day ago
RP
Traffic Controller - Fanshawe College
Reimagined Parking
London, ON
- $19.93 CAD / hour
- Part-time
- Temporary
The Traffic Controller serves as a frontline representative responsible for ensuring the safe, efficient, and customer-focused operation of parking facilities. This role requires strong…
Added 1 day ago
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Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 day ago
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Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
…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…

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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