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Added 17 hours ago
SE
Senior Specialist, Offer Lifecycle Procurement
Schneider Electric
Calgary, AB · Montreal, QC
- Full-time
Shape partnership agreements covering commercial terms, intellectual property, development responsibilities, tooling and development costs, industrialization, quality, cybersecurity and…
Added 17 hours ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The Manager, Business Development generates new business for ReVisionz with owner-operators across North America, opening new accounts and winning new work with existing clients across the…
Added 18 hours ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The Manager, Business Development generates new business for ReVisionz with owner-operators across North America, opening new accounts and winning new work with existing clients across the…
Added 20 hours 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
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
NB
Assistant Manager, Administration
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Assistant Manager, Administration - PPSA in Equipment Finance at National Bank means helping lead the team responsible for Personal Property Security Act (PPSA)…
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
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
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Maintenance Technician
Private Pension Partners Inc.
Winnipeg, MB
- Full-time
Ability to communicate any issues or problems to the Senior Property Manager while also being able to work with other staff members to get a particular job completed;
Added 1 day ago
KS
Field Service Engineer - Moncton, New Brunswick, Canada
Kuka Systems GMBH Branch Office Paris
NB · Brunswick, NB
- Full-time
Report product quality issues to assigned Senior Field Service Engineer and/or Customer Care Manager and file quality reports as directed/required.
Added 1 day ago
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Sr. Consulting Manager, P&C insurance- Claims transformation
Cognizant
Mississauga, ON
- Full-time
As a Senior Consulting Manager, Insurance Consulting, you will make an impact by helping property and casualty (P&C) insurers transform their claims operations with emerging technologies…
Added 1 day ago
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Field Service Engineer - Moncton, New Brunswick, Canada
Swisslog Healthcare
NB · Brunswick, NB
- Full-time
Report product quality issues to assigned Senior Field Service Engineer and/or Customer Care Manager and file quality reports as directed/required.
Added 1 day ago
AR
Branch Manager
ARS Responds Canada
Ottawa, ON
- $110,000 to $130,000 CAD / year
- Full-time
ARS Responds Canada is a leading expert in disaster mitigation and property restoration, with over 60 years of experience serving clients across the country. We are committed to delivering…
Added 1 day ago
A
Senior Property Manager
Altis
Toronto, ON
- $125,000 to $130,000 CAD / year
- Full-time
Altis Recruitment is seeking an experienced Senior Property Manager to oversee a prestigious, multi-building Class A commercial office portfolio in downtown Toronto. This is an exciting…
Added 1 day ago
TS
Building Manager
Third Space Properties
Vancouver, BC
- Full-time
…project then this role might be a great fit for you! The Building Manager plays a key role in delivering best-in-class customer service and creating a welcoming, well-maintained living…
Added 1 day ago
T
Senior Counsel– Commercial Banking & Lending
TD
Toronto, ON · Montreal, QC
- Full-time
The Senior Counsel, Commercial Banking & Lending, provides legal advice and manages legal risk in support of key business within TD Canadian Commercial Banking, including Small Business…
Added 1 day ago
Project Coordinator, Applied Research
Durham College
Oshawa, ON
…timelines, budgets, and challenges; passing on concerns to the Senior Manager and/or Operations…
Added 1 day ago
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BMO Capital Markets Summer 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · HO
- Full-time
Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals
Added 1 day ago
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BMO Capital Markets New Grad 2027 Corporate Banking Analyst, Montreal
BMO
Montreal, QC · DEMA
- Full-time
…opportunities to socialize with your peers and network with senior management and other internal…
Added 1 day ago
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BMO Capital Markets Summer 2027 Internship Risk and Capital Solutions Analyst, Toronto
BMO
Toronto, ON · FCP
- Full-time
…professionals on projects that directly support business priorities and senior management decision-making. The role offers exposure to multiple areas across BMO and opportunities to…
Added 1 day ago
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Manager, Information Technology
BMO
Toronto, ON · FCP
- Full-time
This Manager, Information Technology role is a highly visible enterprise-wide position focused on IT governance, technology controls, and financial reporting assurance. The ideal candidate…
Added 1 day ago
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Senior Compliance Officer
BMO
Toronto, ON · FCP
- Full-time
We are seeking a Senior Compliance Officer (SCO) to join the Complaints, Channels & Sales Practices team within Regulatory Compliance for Canadian Personal & Business Banking. This…
Added 1 day ago
DI
Senior Data Governance Specialist (12 Month Contract)
Definity Insurance Company
Toronto, ON
- Full-time
…the organization. Reporting to the Business Data Enablement Manager, EDO this role will be a key member of the EDO, advising business units in executing on Data governance and management…
Added 1 day ago
WO
Senior Financial Analyst
WP Osborne Executive Search Inc.
Toronto, ON
- Full-time
…various real estate strategies, we are a developer and asset manager of over 77,000 multi-residential suites and over 9 million square feet of commercial property space. Holding Canada’s…

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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