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Added 18 hours ago
Senior Strategic Sales Development Representative
Open Text Corporation
Waterloo, ON
Other
OpenText has developed global Centres of Excellence for Sales Development to support best in class cloud software technology and solutions.
Added 1 day ago
Senior Outside Technical Sales Representative – U.S. Business Development
Absolute Gauge Technologies
Toronto, ON · Scarborough, ON
From $100,000 CAD / year
Full-time
…Physicom Corp., is seeking a highly motivated and experienced Senior Outside Technical Sales Representative to expand our business across key U.S. industrial…
Added 24 days ago
Senior Sales & Business Development Representative
Wolters Kluwer
Toronto, ON · CAN - North York
Full-time
…the most significant changes in international taxation. As a Senior Sales & Business Development Representative, you will drive growth across our CCH Integrator platform, including BEPS…
Added 1 month ago
Senior Sales Development Representative
PayByPhone
Vancouver, BC
Full-time
The Senior Sales Development Representative (SDR) sits within the NA Commercial organization and is fully dedicated to our Mobile Payments product line, serving primarily government and…
Added 16 days ago
Senior Sales Development Representative
PayByPhone
Vancouver, BC
The Senior Sales Development Representative (SDR) sits within the NA Commercial organization and is fully dedicated to our Mobile Payments product line, serving primarily government and…
Added 1 month ago
Senior Outbound Sales Development Representative
Trulioo
Vancouver, BC
Full-time
Reporting to the Manager, Global Sales Development, the Senior Outbound Sales Development Representative (SDR) is a key player in driving revenue growth for the company. This role is…
Added 1 month ago
Senior Outbound Sales Development Representative
Trulioo
Remote, Canada
$50,000 to $60,000 CAD / year
Full-time · Remote
Reporting to the Manager, Global Sales Development, the Senior Outbound Sales Development Representative (SDR) is a key player in driving revenue growth for the company. This role is…
Added 4 months ago
Senior Sales Development Representative - AI & Automation
Huzzle.com
Canada
Full-time
We're hiring a Senior Sales Development Representative (SDR) for a high-performance, revenue-focused role in the AI & automation space. This is not a typical appointment-setting position -…
Added 4 months ago
Senior Sales Development Representative
Forward Financing
Remote, Canada
$50,000 to $60,000 CAD / year
Full-time · Remote
We’re looking for a driven and persuasive Sr Sales Development Representative (Sr SDR) to own one of the most important parts of our revenue funnel: prospecting previously approved…
Added 4 months ago
Senior Sales Development Representative - AI & Automation
Huzzle
Remote, Canada
Full-time · Remote
We’re hiring a Senior Sales Development Representative (SDR) for a high-performance, revenue-focused role in the AI & automation space. This is not a typical appointment-setting position -…
Added 2 days ago
Business Development Representative
Cliniconex
Ottawa, ON · Kanata, ON
Full-time
As a Business Development Representative at Cliniconex, you’ll work hand in hand with our Enterprise Account Executive to build a direct pipeline in the markets we are actively pursuing.…
Added 19 days ago
Sales Representative
Pavago
Remote, Canada
Remote
Home Health Care Sales Representative – Client Acquisition & Referral Development
Added 1 month ago
Business Development Representative, Enterprise (6 month contract with potential for Full-Time)
Cliniconex
ON · Kanata, Ontario
Full-time
As a Business Development Representative at Cliniconex, you’ll work hand in hand with our Enterprise Account Executive to build a direct pipeline in the markets we are actively pursuing.…
Added 23 days ago
Senior Advisor, Personal
Desjardins
Montreal, QC
Full-time
As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs…
Added 6 months ago
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth
Regina, Saskatchewan
The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in…
Added 12 hours ago
Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
Internship · Other
Assist Store leaders in training, coaching and development, customer service standards, standard operating procedures, impeccable visual standards and employee relations compliance in…
Added 12 hours ago
Regional Manager, Canada West
HUGO BOSS Fashions, Inc.
Vancouver, BC
Internship · Other
Assist Store leaders in training, coaching and development, customer service standards, standard operating procedures, impeccable visual standards, and employee relations compliance in…
Added 23 hours ago
Co-founder & Investor, Medical Diagnostic
Mateal Healthcare
Kitchener, ON
Temporary
Mateal Healthcare Inc. is seeking a strategic Co-Founder and/or Investor to participate in the development and scale-up of an integrated healthcare services platform in the Greater Toronto…
Added 1 day ago
Senior Technical Recruiter (IT Staffing)
Vaco LLC
Vancouver, BC
The Senior Technical Recruiter is responsible for identifying, screening, and managing candidates and consultants for contract and direct-hire positions. This position works with the sales…
Added 1 day ago
Senior Technical Recruiter (IT Staffing)
Vaco
Vancouver, BC
Full-time
The Senior Technical Recruiter is responsible for identifying, screening, and managing candidates and consultants for contract and direct-hire positions. This position works with the sales…
Added 21 days ago
Administrative Assistant to the Regional Vice President
IG Wealth Management
Quebec, QC
Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 5 days ago
Account Representative- Sales Training Program (Montreal) October 2026
CDW
Montreal, QC
Full-time
…brands in the IT industry. Join us and you will start out as a Sales Account Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and…
Added 11 days ago
Senior Specialist, National Sales Enablement
IG Wealth Management
ON · Ontario, Canada
Full-time
Reduce the administrative and coordination burden on senior sales resources by tracking priorities, deadlines, decisions, and key deliverables.
Added 1 day ago
Business Development Manager – Enterprise Fleet Solutions / Gestionnaire du développement des affaires – Solutions de flotte d’entreprise
Impact Fulfillment Services
Montreal, QC
Full-time
Présenter des solutions axées sur le ROI et la création de valeur auprès de parties prenantes senior
Added 3 days ago
Trading Enablement Specialist
BMO
Toronto, ON · FCP
Full-time
…management support and partner with the BMO InvestorLine National Sales team with Active Trading prospecting…

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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