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Added 31 mins ago
J
Billing Specialist (SaaS Billing)
Jobgether
Canada
- $55,000 to $65,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Billing Specialist (SaaS Billing) based in Canada.
Added 1 hour ago
J
Billing Specialist (SaaS Billing)
Jobgether
Canada
- $55,000 to $65,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Billing Specialist (SaaS Billing) based in Canada.
Added 1 hour ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
…delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting…
Added 2 hours ago
Research Coordinator, Health Equity and Social Accountability
University of Saskatchewan
Saskatoon, SK
…granting agencies, Research Ethics Boards, and other oversight and regulatory bodies, and uplift health equity and social accountability research philosophies and…
Added 2 hours ago
BV
Academic Quality Assurance Specialist
Bow Valley College
Calgary, AB
- Full-time
Reporting to the Dean, Academic Innovation, the Academic Quality Assurance (AQA) Specialist supports the College’s commitment to academic excellence through the coordination, development,…
Added 3 hours ago
MI
Quality Assurance Specialist – Food Safety & Regulatory Compliance
MNG International
ON
- $47,000 to $52,000 CAD / year
- Full-time
…international suppliers to meet customer quality, food safety, and regulatory…
Added 22 hours ago
Senior Trade Compliance Specialist
CCM Hockey
Montreal, QC
CCM Hockey is looking for a Senior Trade Compliance Specialist to run our global trade compliance program day to day and continuously improve it. You'll report directly to the Director,…
Added 22 hours ago
Senior Health & Safety Specialist
R W Tomlinson
Ottawa, ON
The Senior Health & Safety Specialist will play a key role in implementing, monitoring, and continuously improving Tomlinson’s health and safety programs. This includes conducting workplace…
Added 1 day ago
BT
Audit & Accounting Manager
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
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
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 day ago
BT
Senior Manager Audit and Assurance
Baker Tilly Canada
Owen Sound, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 day ago
KG
Fleet Operations Specialist
KUTHALA GROUP
Brampton, ON
- Full-time
Role Description The Fleet Operations Specialist is a full-time, on-site role based in Brampton, ON. This position is responsible for coordinating daily fleet activities, including vehicle…
Added 1 day ago
TC
Health and Safety Specialist
Toromont Cat
Pointe-Claire, QC · Concord, ON
- Full-time
Toromont Cat is seeking a Health and Safety Specialist to join our team in Toronto or Pointe Claire. The Health and Safety Specialist will play a key role in elevating and continuously…
Added 1 day ago
W
HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
…and determining the best practice to achieve compliance with regulatory…
Added 1 day ago
Legal Counsel - FinTech
Ebury
Toronto, ON
…front-line advice to all parts of the Ebury Group on legal, regulatory and governance matters which contribute to Ebury’s growth every…
Added 1 day ago
NB
Trading Support Analyst
National Bank of Canada
Montreal, QC
- Full-time
A career as a Trader Support Specialist within the Segregation & Buy-Ins Team at National Bank means acting as the primary operational contact for Front Office trading teams. Leveraging…
Added 1 day ago
HA
HVAC/Maintenance Technician
Hotel Arts Group
Calgary, AB
- $28 CAD / hour
- Full-time
…is safe, well-maintained, and operational, meeting guest and regulatory expectations, with a primary role as an HVAC and refrigeration…
Added 1 day ago
BS
Logistics & Customer Care Specialist / Spécialiste logistique et service client
BioScript Solutions
Mississauga, ON
- Full-time
The Logistics & Customer Care Specialist is a hands-on operational role within A&D Wholesale, responsible for managing customer orders, coordinating outbound transportation, and supporting…
Added 1 day ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
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…
Added 1 day ago
A
Hearing Instrument Specialist or Audiologist
Amplifon
Courtice, ON
- Full-time
We are seeking a Hearing Instrument Specialist or Audiologist who is ready to join an organization that combines passion and performance to shape a better world. As a Global Top Employer…
Added 1 day ago
FC
Tarificateur(trice) – Assurance collective
First Canadian Financial Group
Pointe-Claire, QC
- Full-time
Le titre de Certified Employee Benefits Specialist (CEBS), Group Benefits Associate (GBA), Fellow, Life Management Institute (FLMI) ou un titre équivalent constitue un atout.
Added 1 day ago
VR
Regional Lead, Regulatory and Air
Vertex Resource Group Ltd.
Sarnia, ON
- Full-time
The Regional Lead manages regulatory and air projects from proposal through delivery, coordinates field technicians and Direct Service Providers (DSPs) on field service work, and works with…
Added 2 days ago
Senior Purchasing Specialist, Pacific Link (Contract)
Trans Mountain
Calgary, AB
…to Canada’s high standards within one of the most stringent regulatory regimes in the world, creating long-term economic benefits, enhanced marine protection, enhanced safety and emergency…
Added 2 days ago
A
Specialiste Qualité
Actalent
Levis, QC · Saint-Lambert-de-Lévis, QC
- $40 to $48 CAD / hour
- Full-time
…plans. Ensure quality deliverables meet client specifications, regulatory requirements, and internal…

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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