Advisor, Digital Investing, BMO adviceDirect (Bilingual - French and English) WFH
At a glance
Highlights
- Remote-first
- Bilingual French English
- Client investment advisory
- Competitive salary
Heads up
- Four years experience required
- Canadian securities licensing required
- Bilingual French English required
Why this role might suit you
The position provides a fully remote opportunity with a major bank, allowing the candidate to deliver investment advice to clients across Canada while working from home, with competitive compensation and professional development in wealth management.
Skills
About the role
Application Deadline:
05/17/2026
Address: VIRTUAL(R)61 - REMOTE/TELETRAVAIL - QC - BMO
Job Family Group:
Wealth Sales & Service
Are you ready to build your career in the investments industry while working from home?
Yes, you read that right. This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.
Whether you are new to Wealth Management or already have experience, our contact center is the right place for you!
Website: BMO adviceDirect
Who you are?
You are seeking a role that focuses on delivering sound investment advice, and one that puts the client at the center of every interaction and decision.
You love interacting with people and are passionate about helping Canadians invest smarter.
You have a passion for investments and stay up-to-date on the latest market news.
You understand what it is like to be a client and appreciate going above and beyond the call of duty to help people and solve to help them.
You enjoy learning about a client's financial situation, as well as educating and helping people to meet their financial goals.
Your positive attitude reinforces that nothing is too small (or too big) for you to achieve.
Responsibilities
Breaking the mold of a traditional contact centre environment, the adviceDirect advisor is responsible to primarily support clients in the inbound call queue. A successful advisor will invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client’s financial goals are met. Advisors will support clients with various requests such as onboarding, account access, various trade orders, investment strategies, suitability conversations etc. Advisors will also be required to fulfill sales and service activities for the clients in accordance with approved procedures.
Minimum Qualifications (Required for Consideration)
Minimum of four (4) years of relevant industry experience, OR a post‑secondary degree or diploma
Experience with BMO Investorline
Candidates must have completed the core proficiency components for IR licensing, including: Canadian Securities Course (CSC) and Conduct & Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$43,200.00 - $80,300.00
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 details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
Compensation
This Insurance role pays $43k-$80k/yr. Within typical range for insurance roles in Canada.
Questions about this role
How do I apply to this Advisor, Digital Investing, BMO adviceDirect (Bilingual - French and English) WFH role at bmo?
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What's the typical salary for Insurance in Canada?
Compensation for Insurance roles in Canada varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Insurance hub for Canada medians across recent openings.
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