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Added 4 hours ago
FF
Senior Customer Engagement Representative (Senior Business Development Representative)
Forward Financing
Remote, Canada
- Full-time
- Remote
We are seeking a Senior Customer Engagement Representative who is focused on winning back previous clients with a paid in full balance and re-engaging them as clients. We are looking for a…
Added 8 hours ago
P
Sales Development Representative
ParagraphAI
Toronto, ON
- Full-time
We're hiring a Sales Development Representative (SDR) to find new customers, start conversations, and generate sales opportunities for our growing portfolio of AI products.
Added 10 hours ago
RS
Director of Business Development
Red Seal Fire Protection
Windsor, ON
- Full-time
When your volume calls for it, hire and coach a Business Development Representative to book first meetings for you.
Added 1 day ago
TS
Bilingual Customer Service Representative
The Sydney Call Centre
Sydney, NS
- Other
Handle inbound and outbound calls in a courteous and professional manner
Added 1 day ago
B
Trading Enablement Specialist
BMO
Toronto, ON
- Full-time
…management support and partner with the BMO InvestorLine National Sales team with Active Trading prospecting…
Added 1 day ago
MC
Sales Development Representative
Modern Campus
Canada
- Full-time
We are seeking a Sales Development Representative with relevant business experience to support lead generation and conversion efforts within the Sales team. The ideal candidate is…
Added 1 day ago
AI
Warehouse Person DC
Applied Industrial Technologies - Canada
Saskatoon, SK · Greater Saskatoon Metropolitan Area
- Full-time
Pick and prepare sales orders for outbound shipment
Added 1 day ago
AA
SDR/AE - AI Guest Communication Platform for Hospitality
Ask Arthur
Remote, Canada
- $48,000 to $84,000 CAD / year
- Full-time
- Remote
We’re hiring a driven, organized, and tech-savvy Sales Development Representative (SDR)/AE to scale outbound sales and partnerships.
Added 1 day ago
C
Financial Services Representative - Trois-Rivières
CIBC
Trois-Rivières, QC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
A
Sales Development Representative
Amilia
Montreal, QC
- Full-time
At Amilia, Sales is where our story meets real impact: every conversation helps a municipality, nonprofit, or community organization run better. We're looking for a Sales Development…
Added 1 day ago
WC
Inside Sales Representative I
White Cap
Toronto, ON
- Full-time
Prospects for new sales opportunities via outbound calling and emailing.
Added 1 day ago
HS
Inside Sales Representative
Hercules SLR
Winnipeg, MB
- Full-time
We are looking for a full time Inside Sales Representative to join our team in Winnipeg, MB. Our ideal candidate will represent Hercules Crane & Lifting Supplies with a strong positive…
Added 1 day ago
C
Financial Services Representative II
CIBC
Brampton, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
P
Business Development Representative
Pagefreezer
Remote, Canada
- $55,000 to $65,000 CAD / year
- Full-time
- Remote
Are you the newest Business Development Representative at Pagefreezer?
Added 1 day ago
S
Sales Support Representative
Simplinsur
Toronto, ON
- $40,000 CAD / year
- Full-time
The Sales Support Representative is responsible for engaging prospective clients through our omnichannel marketing channels, including phone calls, text messages, and email, to generate…
Added 1 day ago
LR
Insurance Business Development Representative
Leap Recruitment Partners
Coquitlam, BC
- Contract
A genuine passion for sales, business development, and outbound prospecting.
Added 1 day ago
C
Financial Services Representative II
CIBC
Beaverton, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
MC
Business Development Associate
MRL Consulting Group | Global Niche Technology Recruitment
Toronto, ON
- Full-time
Inside Sales Associate (Business Development)
Added 1 day ago
BW
Customer Service Representative
Bradford White
Halton Hills, ON
- Full-time
The Customer Service Representative role is responsible for providing support to the Sales Team and providing a consistent first point of contact for clients through excellent telephone &…
Added 1 day ago
AG
Inside Sales & Channel Development Representative
Ascend Group
Mississauga, ON
- Full-time
Strong Inside Sales and Sales skills, with experience handling inbound and outbound customer interactions
Added 1 day ago
QR
Sales Representative
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Vancouver, BC
- Full-time
Join a dynamic new department at Richelieu. We are seeking an outgoing, sales-driven team member to fill a permanent, full-time position as a Sales Representative – Vancouver Whitehorse…
Added 1 day ago
C
Financial Services Representative II
CIBC
Burlington, ON · PCF-Guelph Line
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
C
Financial Services Representative
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 day ago
C
Financial Services Representative II
CIBC
Toronto, ON
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 2 days ago
Q
Business Development Representative
Quandri
Vancouver, BC
- Full-time
Quandri is seeking a Sales Development Representative to join our team. The Sales Development team at Quandri is often the first point of contact for many of our target customers. Your…

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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