Advisor, BMO SmartFolio WFH

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Advisor, BMO SmartFolio WFH based in Canada.

This is a remote wealth management role focused on providing investment guidance and personalized service to clients across Canada. You will primarily support clients through an inbound contact centre, building trust and understanding their individual financial and investment needs. The role combines investment advice, education, relationship building, and day-to-day account support. You will help clients navigate portfolio reviews, onboarding, account access, contributions, withdrawals, and other investment-related requests. Success in the role requires strong communication, listening, organization, and a genuine interest in helping clients work toward their financial goals. This is a fully work-from-home opportunity that offers a path to develop your career in the investments industry.