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Added 46 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Ottawa, ON · Kanata, ON
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 46 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 46 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Montreal, QC
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 2 hours ago
Head Office Sales Representative
Canadian Timberframes Ltd.
Golden, BC
Full-time
The primary accountability of this position is to develop and generate new business opportunities, new customers, accounts & business partners. Follow through on the setting the strategy;…
Added 3 hours ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON · Montreal, QC · Ottawa, ON
Full-time
As a Enterprise Sales Manager you will manage a sales team across Canada. You will report into the VP Enterprise sales and will apply your expert subject matter knowledge to manage your…
Added 1 day ago
Co-founder & Investor, Medical Diagnostic
Mateal Healthcare
Kitchener, ON
Temporary
The founding team brings more than 10 years of healthcare experience in Canada, combined with business development, operational, and entrepreneurial expertise.
Added 1 day ago
Senior Vice President & Chief Financial Officer
IMP Group International
Halifax, NS
Full-time
IMP Group is a privately-held investment corporation, working to support our diverse business divisions to develop and deliver substantial value and growth in industries ranging from…
Added 4 days ago
Représentant des Ventes B2B - Solutions d'Affaires / B2B & Enterprise Sales Representative - Business Solutions
Global Payments Inc.
Toronto, ON · Montreal, QC
Full-time
Added 6 days ago
Full-Stack Software Engineer
Manulife
Toronto, ON · Waterloo, ON
Full-time
Experience with event-driven architectures and enterprise integrations.
Added 1 day ago
Senior Finance Representative
Canadian Energy Insight Inc.
Calgary, AB
Full-time
Reporting to the Manager, Financial Planning & Analysis the Senior Finance Representative will be the key focal point and liaison between the finance department and the asset team, and for…
Added 1 day ago
Manager, Engineering Services
Canadian Energy Insight Inc.
Calgary, AB
Full-time
…China National Petroleum Corporation (CNPC), a state-owned enterprise. CNPC is China’s largest oil company and the world’s third largest oil company, operating 91 energy-related projects in…
Added 6 days ago
Sr. Specialist – Compute Platforms
Canadian Tire Corporation
Toronto, ON
Full-time
The Sr. Specialist – Compute Platforms serves as the enterprise technical owner for CTC's compute platforms, including IBM Mainframe (z/OS), AIX, IBM iSeries, IBM NOI, New Relic, and…
Added 4 days ago
Trading Enablement Specialist
BMO
Toronto, ON · FCP
Full-time
Creates innovative business development strategies, including collaborating with other BMO partners to grow the business.
Added 1 month ago
Director, Architect - Investment Management/Fund Services
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
Set architecture direction for the Investment Management/Fund Services pod to ensure alignment to enterprise standards, technology strategy, and business priorities.
Added 3 days ago
Regional Director, Client Relations - Canada Retirement
Manulife
Toronto, ON
Full-time
…relationships, and retirement plans within the Canada Retirement business. This role leads the development and execution of client relationship strategies that strengthen retention, drive…
Added 12 days ago
Senior Product Delivery Manager
Manulife
Toronto, ON
Full-time
…offers a unique opportunity to work at the intersection of business, technology, and investment operations, driving strategic initiatives that strengthen regulatory compliance, operational…
Added 3 days ago
Développement d'affaires (Sales Development Representative)
Workday
Montreal, QC · Canada, QC, Montreal
Full-time
The role of a Sales Development Representative at Workday is to deploy various prospecting approaches across target accounts, with the goal of partnering with the Account Executive to build…
Added 27 days ago
Senior Manager, Marketing & Communications
Liberty Mutual Canada
Toronto, ON
$130,000 to $170,000 CAD / year
Full-time
This is a highly collaborative and visible leadership role. You will serve as a trusted advisor to business leaders, connect enterprise and business-unit priorities, and translate complex…
Added 2 days ago
Manager, Engineering Services
PetroChina Canada
Calgary, AB
Full-time
…China National Petroleum Corporation (CNPC), a state-owned enterprise. CNPC is China's largest oil company and the world's third largest oil company, operating 91 energy-related projects in…
Added 2 days ago
Senior Finance Representative
PetroChina Canada
Calgary, AB
Full-time
Reporting to the Manager, Financial Planning & Analysis the Senior Finance Representative will be the key focal point and liaison between the finance department and the asset team, and for…
Added 3 days ago
Junior Account Executive - B2B Sales & Business Development | Commission Only | Miles Ahead Hosting
Miles Ahead Hosting
Remote, Canada
$80,000 to $160,000 CAD / year
Full-time · Remote
We are looking for a Sales Development Representative / Junior Account Executive to work directly under the Head of Sales / Revenue Operator.
Added 2 days ago
Business Development Representative
Botpress
Montreal, QC
Full-time
We're hiring a Business Development Representative to join our fast-growing sales team. You'll report to the Director of Sales and own the front of our pipeline.
Added 2 days ago
IT Project Manager
Pan American Silver Corp.
Vancouver, BC
$120,000 to $130,000 CAD / year
Full-time
…reputation for excellence in discovery, engineering, and sustainable development. Pan American Silver has several underground and open pit operations in Canada, Mexico, Guatemala, Peru,…
Added 2 days ago
Enterprise Architecture Practice - Operations
Compugen Inc
Fairview, AB
Full-time
Position Overview: We have established the foundational components of its Enterprise Architecture Practice and are seeking an experienced consultant to help operationalize,…
Added 3 days ago
Finance Operations Analyst II
TD
Dieppe, NB · Toronto, ON
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…

BMO

Trading Enablement Specialist

Toronto, ON, Canada
FCP, Canada

Pay: $55,500.00 - $120,000.00
Job type: Full-time
Apply by: Oct 19, 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: Sep 17, 2026

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Original job description

Application Deadline:

10/18/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

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

The Trading Enablement Specialist will engage with high-value active trading clients to provide platform demonstrations, workflow support, and relationship management. They will also collaborate with sales teams to drive business development and ensure compliance with regulatory standards.

Requirements

Candidates must have 4-6 years of relevant experience and hold professional certifications such as the Canadian Securities Course (CSC) or IIROC supervisor licensing. Strong analytical, communication, and problem-solving skills are required to manage complex client needs and investment strategies.

Skills

Active trading
Options trading
Wealth management
Investment strategies
Sales
Customer service
Relationship management
Business development
Risk management
Compliance
Analytical skills
Problem solving
Communication skills
Data driven decision making
Financial reporting

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

Active Trading
Options Trading
Wealth Management
BMO InvestorLine
Canadian Securities Course
CSC
IIROC
Branch Compliance Officer Course
BCO
Registered Investment Services Representative
RISR
Anti-Money Laundering
AML
Financial Consumer Agency of Canada
FCAC
Risk Management
Compliance
Sales
Business Development
Investment Strategies
Customer Experience
Data Driven Decision Making
Relationship Management
Portfolio Management
Regulatory Environment

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