Accounting & Finance

Remote Investment Advisor - Digital Wealth Guidance

BMO

Edmonton · Division No. 11 · Canada

BMO is seeking a SmartFolio advisor to work remotely from home in Canada. You will focus on delivering sound investment advice, building client trust, and aligning recommendations with client goals.

The role emphasizes inbound calls, onboarding, portfolio reviews and service requests within a supportive, equity-driven environment. Ideal candidates have IR licensing, 4+ years in wealth management, strong communication skills and bilingual proficiency in English and French.

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Reference: WJ-3875_12256312

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