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Added 1 hour ago
Project Manager, Sales Enablement & Executive Customer Engagement
Husky Technologies
Bolton, ON
Full-time
Title: Project Manager, Sales Enablement & Executive Customer Engagement
Added 2 hours ago
Senior Program Manager
Apex Systems
Mississauga, ON
$72 to $78 USD / hour
Full-time
We are seeking a senior-level Program Manager with a consulting mindset to lead complex, enterprise-wide transformation initiatives. This individual will drive strategic programs from…
Added 3 hours ago
Client Advisor
Royal Bank of Canada
Oakville, ON
Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 3 hours ago
Branch Manager, Box Grove Branch
Royal Bank of Canada
Markham, ON
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 3 hours ago
Branch Manager
Royal Bank of Canada
Cobourg, ON
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 3 hours ago
Branch Manager, Bloor & Grenview Branch
Royal Bank of Canada
Toronto, ON
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 5 hours ago
Director of Marketing
BinSentry
Kitchener, ON
$150,000 to $185,000 CAD / year
Full-time
Develop and maintain sales enablement materials, including sales decks, battlecards, customer use cases, and buyer personas.
Added 5 hours ago
Client Advisor
Royal Bank of Canada
NS · ST. MARY'S, Nova Scotia
Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 5 hours ago
Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 5 hours ago
Marketing Manager
TEKsystems
Toronto, ON
Contract
Are you a strategic marketer who loves building campaigns that generate measurable business impact? Do you thrive in collaborative, fast-paced environments where you can influence growth,…
Added 7 hours ago
Project Manager, Sales Enablement & Executive Customer Engagement
Husky Technologies
Bolton, ON
Full-time
Title: Project Manager, Sales Enablement & Executive Customer Engagement
Added 7 hours ago
Senior Specialist, CX Operations & Enablement
Chartered Professional Accountants of Canada (CPA Canada)
Vancouver, BC
$82,200 to $103,900 CAD / year
Full-time
The Senior Specialist, Customer Experience (CX) Operations & Enablement will play a hands-on role in modernizing CPA Canada’s customer service experience by turning service pain points,…
Added 7 hours ago
Relationship Manager, Business Markets
RBC
Saguenay, QC
Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 7 hours ago
Client Advisor
RBC
St. Marys, ON
Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 7 hours ago
Branch Manager, Box Grove Branch
RBC
Markham, ON
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 7 hours ago
Financial Advisor Intern
RBC
Richmond, BC
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 7 hours ago
Client Advisor
RBC
Oakville, ON
Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 9 hours ago
Canada Microsoft Alliance Lead
CGI
Toronto, ON
Full-time
…ServiceNow, and NetApp. Alliance leads are assigned per strategic business…
Added 9 hours ago
Global Marketing Category Manager
Jobgether
Canada
Full-time
This role offers the opportunity to shape and execute global marketing strategies across defined product categories and business segments. You will lead product lifecycle and…
Added 9 hours ago
Conference Project Manager
MCI Canada
Toronto, ON
Full-time
The Conference Project Manager is the operational lead for a portfolio of complex national and international conferences, congresses, and meetings, delivered in person, virtually, or…
Added 9 hours ago
Global Marketing Category Manager
Jobgether
Canada
Full-time
This role offers the opportunity to shape and execute global marketing strategies across defined product categories and business segments. You will lead product lifecycle and…
Added 10 hours ago
Strategic Sales Capability Consultant
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
Full-time
Reporting to the Manager, Sales Learning and Development, the Strategic Sales Capability Consultant collaborates with Sales, Marketing, and key stakeholders to align learning, capability,…
Added 10 hours ago
Branch Manager
Royal Bank of Canada
Mississippi Mills, ON
Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 10 hours ago
Sr. Client Success Services Program Manager
Open Text Corporation
Waterloo, ON
…organizations build success plans that create value, improve business outcomes, and proactively impact the lifetime value of their OpenText…
Added 10 hours ago
Sr. Client Success Services Program Manager
Open Text Corporation
Waterloo, ON
…organizations build success plans that create value, improve business outcomes, and proactively impact the lifetime value of their OpenText…

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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